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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$34.51
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
1919 Socially Responsive Balanced C
Price$31.61
Change+$0.22 (+0.70%)
VolumeN/A
CapitalizationN/A
BALCX vs SESLX Comparison Chart
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BALCX vs. SESLX commentary
Dec 25, 2024
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: 238B vs. SESLX (895M). 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 : 16.59 vs. BALCX (9.88). SESLX return over 5 years is better than : 52.36 vs. BALCX (26.64).
| 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 | 9.431 | 16.201 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 895M | 26,592% |
| Annual Yield % from dividends | 1.59 | 0.09 | 1,675% |
| Returns for 1 year | 9.88 | 16.59 | 60% |
| Returns for 3 years | 7.33 | 10.09 | 73% |
| Returns for 5 years | 26.64 | 52.36 | 51% |
| Returns for 10 years | 46.12 | 48.21 | 96% |
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