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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$34.07
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Columbia Balanced R
Price$50.47
Change+$0.08 (+0.16%)
VolumeN/A
Net Assets9.27B
BALCX vs CBLRX Comparison Chart
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BALCX vs. CBLRX commentary
May 09, 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: 234B vs. CBLRX (9.27B). CBLRX pays higher dividends than BALCX: CBLRX (1.58) vs BALCX (1.29). BALCX was incepted earlier than CBLRX: BALCX (24 years) vs CBLRX (15 years). BALCX (1.31) is less costly to investors than CBLRX (1.18). CBLRX is a more actively managed with annual turnover of: 200.00 vs. BALCX (44.00). 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 : 3.96 vs. CBLRX (0.74). BALCX return over 5 years is better than : 32.61 vs. CBLRX (26.14).
| BALCX | CBLRX | BALCX / CBLRX | |
| Total Expense Ratio | 1.31 | 1.18 | 111% |
| Annual Report Gross Expense Ratio | 1.31 | 1.18 | 111% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 0.192 | -1.625 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 9.27B | 2,524% |
| Annual Yield % from dividends | 1.29 | 1.58 | 81% |
| Returns for 1 year | 3.96 | 0.74 | 533% |
| Returns for 3 years | 19.76 | 18.67 | 106% |
| Returns for 5 years | 32.61 | 26.14 | 125% |
| Returns for 10 years | 44.56 | 45.33 | 98% |
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