Ad is loading...
BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$34.58
Change-$0.33 (-0.95%)
VolumeN/A
Net Assets241.5B
Columbia Balanced R
Price$51.87
Change-$0.55 (-1.05%)
VolumeN/A
Net Assets9.79B
BALCX vs CBLRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CBLRX commentary
Mar 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Hold and CBLRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. CBLRX (9.79B). BALCX pays higher dividends than CBLRX: BALCX (1.59) vs CBLRX (1.47). BALCX was incepted earlier than CBLRX: BALCX (24 years) vs CBLRX (14 years). BALCX (171.00) and CBLRX (171.00) have comparable annual turnover. CBLRX has a lower initial minimum investment than BALCX: CBLRX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 5.85 vs. CBLRX (3.96). BALCX return over 5 years is better than : 28.16 vs. CBLRX (24.45).
| BALCX | CBLRX | BALCX / CBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 1.557 | 0.914 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 9.79B | 2,471% |
| Annual Yield % from dividends | 1.59 | 1.47 | 108% |
| Returns for 1 year | 5.85 | 3.96 | 148% |
| Returns for 3 years | 13.43 | 12.14 | 111% |
| Returns for 5 years | 28.16 | 24.45 | 115% |
| Returns for 10 years | 47.18 | 50.33 | 94% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers