Ad is loading...
BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets217.49B
1919 Socially Responsive Balanced C
Price$29.40
Change+$1.59 (+5.72%)
VolumeN/A
Net Assets790.94M
BALCX vs SESLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. SESLX commentary
Apr 11, 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: 217B vs. SESLX (791M). BALCX pays higher dividends than SESLX: BALCX (1.28) 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 (1.32). 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 : -3.27 vs. BALCX (-4.30). SESLX return over 5 years is better than : 44.89 vs. BALCX (26.21).
| BALCX | SESLX | BALCX / SESLX | |
| Total Expense Ratio | 1.32 | 1.71 | 77% |
| Annual Report Gross Expense Ratio | 1.32 | 1.71 | 77% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | -7.130 | -10.431 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 791M | 27,434% |
| Annual Yield % from dividends | 1.28 | 0.04 | 3,565% |
| Returns for 1 year | -4.30 | -3.27 | 131% |
| Returns for 3 years | 3.18 | 6.94 | 46% |
| Returns for 5 years | 26.21 | 44.89 | 58% |
| Returns for 10 years | 34.21 | 45.93 | 74% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SECT | 50.01 | 4.76 | +10.52% |
| Main Sector Rotation ETF | |||
| BSEP | 40.96 | 2.64 | +6.88% |
| Innovator US Equity Buffer ETF-Sep | |||
| DWX | 37.71 | 1.21 | +3.32% |
| SPDR® S&P® International Dividend ETF | |||
| TILL | 18.71 | 0.11 | +0.59% |
| Teucrium Agricultural Str No K-1 ETF | |||
| ARCM | 100.27 | -0.04 | -0.04% |
| Arrow Reserve Capital Management ETF | |||