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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$34.60
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets238.54B
1919 Socially Responsive Balanced C
Price$31.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets878.78M
BALCX vs SESLX Comparison Chart
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BALCX vs. SESLX commentary
May 15, 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 SESLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 239B vs. SESLX (879M). BALCX pays higher dividends than SESLX: BALCX (1.29) vs SESLX (0.04). BALCX was incepted earlier than SESLX: BALCX (24 years) vs SESLX (32 years). SESLX (1.71) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. SESLX (10.00). BALCX has a lower initial minimum investment than SESLX: BALCX (250) vs SESLX (1000). SESLX annual gain was more profitable for investors over the last year : 6.94 vs. BALCX (5.32). SESLX return over 5 years is better than : 56.62 vs. BALCX (36.87).
| BALCX | SESLX | BALCX / SESLX | |
| Total Expense Ratio | 1.31 | 1.71 | 77% |
| Annual Report Gross Expense Ratio | 1.31 | 1.71 | 77% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 1.986 | -0.254 | -783% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 879M | 27,190% |
| Annual Yield % from dividends | 1.29 | 0.04 | 3,611% |
| Returns for 1 year | 5.32 | 6.94 | 77% |
| Returns for 3 years | 20.51 | 31.79 | 65% |
| Returns for 5 years | 36.87 | 56.62 | 65% |
| Returns for 10 years | 46.27 | 63.02 | 73% |
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