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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$38.78
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Columbia Balanced R
Price$57.08
Change+$0.23 (+0.40%)
VolumeN/A
Net Assets10.28B
BALCX vs CBLRX Comparison Chart in %
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BALCX vs. CBLRX commentary
Oct 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 Hold and CBLRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. CBLRX (10.3B). CBLRX pays higher dividends than BALCX: CBLRX (1.45) vs BALCX (1.12). BALCX was incepted earlier than CBLRX: BALCX (25 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 : 9.12 vs. CBLRX (6.67). BALCX return over 5 years is better than : 38.19 vs. CBLRX (26.73).
| BALCX | CBLRX | BALCX / CBLRX | |
| Total Expense Ratio | 1.31 | 1.18 | 111% |
| Annual Report Gross Expense Ratio | 1.31 | 1.18 | 111% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 14.307 | 11.882 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 10.3B | 2,583% |
| Annual Yield % from dividends | 1.12 | 1.45 | 77% |
| Returns for 1 year | 9.12 | 6.67 | 137% |
| Returns for 3 years | 48.69 | 45.55 | 107% |
| Returns for 5 years | 38.19 | 26.73 | 143% |
| Returns for 10 years | 69.62 | 70.89 | 98% |
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