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BALCX vs NBIAX
BALCX vs NBIAX Comparison
Open Charts BALCX vs NBIAX
American Funds American Balanced C
Price$36.40
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets250.58B
Columbia Capital Alloc Mod Agrsv A
Price$12.08
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets1.71B
BALCX vs NBIAX Comparison Chart in %
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BALCX vs. NBIAX commentary
Jul 03, 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: 251B vs. NBIAX (1.71B). NBIAX pays higher dividends than BALCX: NBIAX (1.62) vs BALCX (1.19). BALCX was incepted earlier than NBIAX: BALCX (24 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 : 7.12 vs. NBIAX (4.24). BALCX return over 5 years is better than : 36.50 vs. NBIAX (15.58).
| BALCX | NBIAX | BALCX / NBIAX | |
| Total Expense Ratio | 1.31 | 0.99 | 132% |
| Annual Report Gross Expense Ratio | 1.31 | 0.99 | 132% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 7.184 | 3.703 | 194% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 1.71B | 14,713% |
| Annual Yield % from dividends | 1.19 | 1.62 | 73% |
| Returns for 1 year | 7.12 | 4.24 | 168% |
| Returns for 3 years | 31.89 | 27.43 | 116% |
| Returns for 5 years | 36.50 | 15.58 | 234% |
| Returns for 10 years | 57.10 | 13.55 | 421% |
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