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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
1919 Socially Responsive Balanced C
Price$32.38
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets916.21M
BALCX vs SESLX Comparison Chart in %
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BALCX vs. SESLX commentary
Aug 12, 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: 254B vs. SESLX (916M). BALCX pays higher dividends than SESLX: BALCX (1.18) vs SESLX (0.05). BALCX was incepted earlier than SESLX: BALCX (24 years) vs SESLX (32 years). SESLX (1.68) 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 : 10.05 vs. BALCX (9.31). SESLX return over 5 years is better than : 42.73 vs. BALCX (32.91).
| BALCX | SESLX | BALCX / SESLX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 8.450 | 4.306 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 916M | 27,729% |
| Annual Yield % from dividends | 1.18 | 0.05 | 2,336% |
| Returns for 1 year | 9.31 | 10.05 | 93% |
| Returns for 3 years | 29.24 | 31.93 | 92% |
| Returns for 5 years | 32.91 | 42.73 | 77% |
| Returns for 10 years | 57.99 | 72.93 | 80% |
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