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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
1919 Socially Responsive Balanced C
Price$32.99
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets932.8M
BALCX vs SESLX Comparison Chart in %
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BALCX vs. SESLX commentary
Sep 07, 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: 258B vs. SESLX (933M). BALCX pays higher dividends than SESLX: BALCX (1.16) 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). BALCX (9.12) and SESLX (9.12) have marching annual gain over last year. SESLX return over 5 years is better than : 42.86 vs. BALCX (35.50).
| 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 | 10.835 | 6.238 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 933M | 27,653% |
| Annual Yield % from dividends | 1.16 | 0.05 | 2,333% |
| Returns for 1 year | 9.12 | 9.12 | 100% |
| Returns for 3 years | 37.20 | 40.61 | 92% |
| Returns for 5 years | 35.50 | 42.86 | 83% |
| Returns for 10 years | 67.85 | 83.05 | 82% |
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