BALCX
Price
$36.43
Change
-$0.26 (-0.71%)
Updated
Aug 1 closing price
Net Assets
251.16B
CLBAX
Price
$36.68
Change
-$0.26 (-0.70%)
Updated
Aug 1 closing price
Net Assets
251.16B
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BALCX vs CLBAX

Header iconBALCX vs CLBAX Comparison
Open Charts BALCX vs CLBAXBanner chart's image
American Funds American Balanced C
Price$36.43
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets251.16B
American Funds American Balanced 529A
Price$36.68
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets251.16B
BALCX vs CLBAX Comparison Chart in %
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BALCX vs. CLBAX commentary
Aug 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 Buy and CLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX (251B) and CLBAX (251B) have equal amount of cash in the bank . CLBAX pays higher dividends than BALCX: CLBAX (1.82) vs BALCX (1.18). BALCX was incepted earlier than CLBAX: BALCX (24 years) vs CLBAX (23 years). BALCX (1.31) is less costly to investors than CLBAX (0.58). BALCX (44.00) and CLBAX (44.00) have comparable annual turnover. BALCX (250) and CLBAX (250) have matching initial minimum investment requirements. CLBAX annual gain was more profitable for investors over the last year : 7.49 vs. BALCX (6.69). CLBAX return over 5 years is better than : 39.06 vs. BALCX (33.12).
BALCXCLBAXBALCX / CLBAX
Total Expense Ratio1.310.58226%
Annual Report Gross Expense Ratio1.310.58226%
Fund Existence24 years23 years-
Gain YTD7.2727.72094%
Front LoadN/A4%-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets251B251B100%
Annual Yield % from dividends1.181.8265%
Returns for 1 year6.697.4989%
Returns for 3 years28.3631.8889%
Returns for 5 years33.1239.0685%
Returns for 10 years55.5874.7074%
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