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BALCX vs CLBEX
BALCX vs CLBEX Comparison
Open Charts BALCX vs CLBEX
American Funds American Balanced C
Price$34.51
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529E
Price$34.71
Change-$0.43 (-1.22%)
VolumeN/A
CapitalizationN/A
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BALCX vs CLBEX Comparison Chart
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BALCX vs. CLBEX commentary
Sep 08, 2024
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 CLBEX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX (228B) and CLBEX (228B) have equal amount of cash in the bank . CLBEX pays higher dividends than BALCX: CLBEX (2.02) vs BALCX (1.59). BALCX was incepted earlier than CLBEX: BALCX (24 years) vs CLBEX (23 years). BALCX (171.00) and CLBEX (171.00) have comparable annual turnover. BALCX (250) and CLBEX (250) have matching initial minimum investment requirements. CLBEX (18.53) and BALCX (17.98) have marching annual gain over last year. CLBEX return over 5 years is better than : 36.58 vs. BALCX (31.57).
| BALCX | CLBEX | BALCX / CLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 10.369 | 10.701 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 228B | 100% |
| Annual Yield % from dividends | 1.59 | 2.02 | 79% |
| Returns for 1 year | 17.98 | 18.53 | 97% |
| Returns for 3 years | 7.26 | 9.61 | 76% |
| Returns for 5 years | 31.57 | 36.58 | 86% |
| Returns for 10 years | 43.05 | 57.50 | 75% |
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