Interact to see
Advertisement
Advertisement
BALCX vs NBIAX
BALCX vs NBIAX Comparison
Open Charts BALCX vs NBIAX
American Funds American Balanced C
Price$38.21
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
Columbia Capital Alloc Mod Agrsv A
Price$12.77
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.78B
BALCX vs NBIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. NBIAX commentary
Sep 18, 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 NBIAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. NBIAX (1.78B). NBIAX pays higher dividends than BALCX: NBIAX (1.56) vs BALCX (1.16). BALCX was incepted earlier than NBIAX: BALCX (25 years) vs NBIAX (29 years). BALCX (1.31) is less costly to investors than NBIAX (0.99). BALCX is a more actively managed with annual turnover of: 44.00 vs. NBIAX (8.00). BALCX has a lower initial minimum investment than NBIAX: BALCX (250) vs NBIAX (2000). BALCX annual gain was more profitable for investors over the last year : 8.68 vs. NBIAX (7.09). BALCX return over 5 years is better than : 38.82 vs. NBIAX (17.37).
| BALCX | NBIAX | BALCX / NBIAX | |
| Total Expense Ratio | 1.31 | 0.99 | 132% |
| Annual Report Gross Expense Ratio | 1.31 | 0.99 | 132% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 12.513 | 10.163 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.78B | 14,750% |
| Annual Yield % from dividends | 1.16 | 1.56 | 74% |
| Returns for 1 year | 8.68 | 7.09 | 122% |
| Returns for 3 years | 40.18 | 36.05 | 111% |
| Returns for 5 years | 38.82 | 17.37 | 224% |
| Returns for 10 years | 71.19 | 25.98 | 274% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement