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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$32.68
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Columbia Balanced R
Price$48.34
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets8.93B
BALCX vs CBLRX Comparison Chart
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BALCX vs. CBLRX commentary
Apr 18, 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 Buy and CBLRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 225B vs. CBLRX (8.93B). CBLRX pays higher dividends than BALCX: CBLRX (1.58) vs BALCX (1.28). BALCX was incepted earlier than CBLRX: BALCX (24 years) vs CBLRX (15 years). BALCX (1.32) is less costly to investors than CBLRX (1.18). CBLRX is a more actively managed with annual turnover of: 200.00 vs. BALCX (171.00). 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 : 1.81 vs. CBLRX (-1.02). BALCX return over 5 years is better than : 27.72 vs. CBLRX (22.77).
| BALCX | CBLRX | BALCX / CBLRX | |
| Total Expense Ratio | 1.32 | 1.18 | 112% |
| Annual Report Gross Expense Ratio | 1.32 | 1.18 | 112% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | -3.896 | -5.783 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 8.93B | 2,520% |
| Annual Yield % from dividends | 1.28 | 1.58 | 81% |
| Returns for 1 year | 1.81 | -1.02 | -177% |
| Returns for 3 years | 8.04 | 5.82 | 138% |
| Returns for 5 years | 27.72 | 22.77 | 122% |
| Returns for 10 years | 38.61 | 38.92 | 99% |