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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
1919 Socially Responsive Balanced C
Price$33.47
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets932.14M
BALCX vs SESLX Comparison Chart in %
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BALCX vs. SESLX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. SESLX (932M). BALCX pays higher dividends than SESLX: BALCX (1.10) vs SESLX (0.05). BALCX was incepted earlier than SESLX: BALCX (25 years) vs SESLX (33 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 (12.00). BALCX has a lower initial minimum investment than SESLX: BALCX (250) vs SESLX (1000). BALCX annual gain was more profitable for investors over the last year : 8.17 vs. SESLX (6.85). SESLX return over 5 years is better than : 40.95 vs. BALCX (34.58).
| BALCX | SESLX | BALCX / SESLX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 13.334 | 7.533 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 932M | 28,219% |
| Annual Yield % from dividends | 1.10 | 0.05 | 2,047% |
| Returns for 1 year | 8.17 | 6.85 | 119% |
| Returns for 3 years | 38.17 | 43.98 | 87% |
| Returns for 5 years | 34.58 | 40.95 | 84% |
| Returns for 10 years | 63.59 | 81.57 | 78% |