BALCX
Price
$36.82
Change
-$0.01 (-0.03%)
Updated
Aug 11 closing price
Net Assets
253.84B
CLBCX
Price
$37.10
Change
-$0.02 (-0.05%)
Updated
Aug 11 closing price
Net Assets
253.84B
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BALCX vs CLBCX

Header iconBALCX vs CLBCX Comparison
Open Charts BALCX vs CLBCXBanner chart's image
American Funds American Balanced C
Price$36.82
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.84B
American Funds American Balanced 529C
Price$37.10
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.84B
BALCX vs CLBCX Comparison Chart in %
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BALCX vs. CLBCX commentary
Aug 12, 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 CLBCX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX (254B) and CLBCX (254B) have equal amount of cash in the bank . BALCX (1.18) and CLBCX (1.12) have matching dividends . BALCX was incepted earlier than CLBCX: BALCX (24 years) vs CLBCX (23 years). CLBCX (1.35) and BALCX (1.31) have similar cost to investors . BALCX (44.00) and CLBCX (44.00) have comparable annual turnover. BALCX (250) and CLBCX (250) have matching initial minimum investment requirements. BALCX (8.77) and CLBCX (8.77) have marching annual gain over last year. CLBCX (33.14) and BALCX (32.37) have equivalent 5 years return.
BALCXCLBCXBALCX / CLBCX
Total Expense Ratio1.311.3597%
Annual Report Gross Expense Ratio1.311.3597%
Fund Existence24 years23 years-
Gain YTD8.4208.361101%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets254B254B100%
Annual Yield % from dividends1.181.12105%
Returns for 1 year8.778.77100%
Returns for 3 years26.3826.8898%
Returns for 5 years32.3733.1498%
Returns for 10 years58.1464.6990%
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