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BALCX vs CTLAX
BALCX vs CTLAX Comparison
Open Charts BALCX vs CTLAX
American Funds American Balanced C
Price$38.23
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
American Funds College 2033 529A
Price$13.86
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets4.09B
BALCX vs CTLAX Comparison Chart in %
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BALCX vs. CTLAX commentary
Sep 15, 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 CTLAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. CTLAX (4.09B). CTLAX pays higher dividends than BALCX: CTLAX (2.49) vs BALCX (1.16). BALCX was incepted earlier than CTLAX: BALCX (25 years) vs CTLAX (10 years). BALCX (1.31) is less costly to investors than CTLAX (0.72). BALCX is a more actively managed with annual turnover of: 44.00 vs. CTLAX (6.00). BALCX (250) and CTLAX (250) have matching initial minimum investment requirements. CTLAX annual gain was more profitable for investors over the last year : 10.46 vs. BALCX (9.49). BALCX return over 5 years is better than : 38.87 vs. CTLAX (20.97).
| BALCX | CTLAX | BALCX / CTLAX | |
| Total Expense Ratio | 1.31 | 0.72 | 182% |
| Annual Report Gross Expense Ratio | 1.31 | 0.72 | 182% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 12.572 | 11.594 | 108% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 4.09B | 6,412% |
| Annual Yield % from dividends | 1.16 | 2.49 | 47% |
| Returns for 1 year | 9.49 | 10.46 | 91% |
| Returns for 3 years | 39.37 | 35.84 | 110% |
| Returns for 5 years | 38.87 | 20.97 | 185% |
| Returns for 10 years | 70.34 | 70.98 | 99% |
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