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BALCX vs CTLAX
BALCX vs CTLAX Comparison
Open Charts BALCX vs CTLAX
American Funds American Balanced C
Price$38.64
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
American Funds College 2033 529A
Price$13.95
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets4.14B
BALCX vs CTLAX Comparison Chart in %
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BALCX vs. CTLAX commentary
Oct 06, 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: 266B vs. CTLAX (4.14B). 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 : 9.98 vs. BALCX (9.03). BALCX return over 5 years is better than : 40.62 vs. CTLAX (21.66).
| 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 | 13.894 | 12.319 | 113% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.14B | 6,419% |
| Annual Yield % from dividends | 1.12 | 2.45 | 46% |
| Returns for 1 year | 9.03 | 9.98 | 90% |
| Returns for 3 years | 44.26 | 40.18 | 110% |
| Returns for 5 years | 40.62 | 21.66 | 188% |
| Returns for 10 years | 70.76 | 71.55 | 99% |
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