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BALCX vs CTLAX
BALCX vs CTLAX Comparison
Open Charts BALCX vs CTLAX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
American Funds College 2033 529A
Price$13.86
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets4.15B
BALCX vs CTLAX Comparison Chart in %
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BALCX vs. CTLAX commentary
Nov 20, 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 CTLAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. CTLAX (4.15B). CTLAX pays higher dividends than BALCX: CTLAX (2.43) vs BALCX (1.10). BALCX was incepted earlier than CTLAX: BALCX (25 years) vs CTLAX (11 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 : 10.12 vs. BALCX (8.17). BALCX return over 5 years is better than : 34.58 vs. CTLAX (14.88).
| 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 | 11 years | - |
| Gain YTD | 13.334 | 11.594 | 115% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 4.15B | 6,331% |
| Annual Yield % from dividends | 1.10 | 2.43 | 45% |
| Returns for 1 year | 8.17 | 10.12 | 81% |
| Returns for 3 years | 38.17 | 34.98 | 109% |
| Returns for 5 years | 34.58 | 14.88 | 232% |
| Returns for 10 years | 63.59 | 65.11 | 98% |