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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
1919 Socially Responsive Balanced C
Price$31.42
Change-$0.35 (-1.10%)
VolumeN/A
Net Assets898.73M
BALCX vs SESLX Comparison Chart
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BALCX vs. SESLX commentary
Feb 23, 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 Hold and SESLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. SESLX (899M). BALCX pays higher dividends than SESLX: BALCX (1.59) vs SESLX (0.09). BALCX was incepted earlier than SESLX: BALCX (24 years) vs SESLX (32 years). BALCX is a more actively managed with annual turnover of: 171.00 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 : 11.05 vs. BALCX (8.38). SESLX return over 5 years is better than : 46.88 vs. BALCX (26.14).
| BALCX | SESLX | BALCX / SESLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 2.790 | 1.159 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 899M | 26,919% |
| Annual Yield % from dividends | 1.59 | 0.09 | 1,675% |
| Returns for 1 year | 8.38 | 11.05 | 76% |
| Returns for 3 years | 15.69 | 22.33 | 70% |
| Returns for 5 years | 26.14 | 46.88 | 56% |
| Returns for 10 years | 46.66 | 64.56 | 72% |
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