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BALCX vs CTLAX
BALCX vs CTLAX Comparison
Open Charts BALCX vs CTLAX
American Funds American Balanced C
Price$39.09
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets268.39B
American Funds College 2033 529A
Price$14.04
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets4.19B
BALCX vs CTLAX Comparison Chart in %
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BALCX vs. CTLAX commentary
Oct 26, 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: 268B vs. CTLAX (4.19B). CTLAX pays higher dividends than BALCX: CTLAX (2.45) vs BALCX (1.12). 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 : 11.12 vs. BALCX (10.15). BALCX return over 5 years is better than : 40.01 vs. CTLAX (20.16).
| 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 | 15.221 | 13.043 | 117% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 4.19B | 6,401% |
| Annual Yield % from dividends | 1.12 | 2.45 | 46% |
| Returns for 1 year | 10.15 | 11.12 | 91% |
| Returns for 3 years | 45.89 | 42.29 | 109% |
| Returns for 5 years | 40.01 | 20.16 | 198% |
| Returns for 10 years | 67.11 | 67.59 | 99% |
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