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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$35.42
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
1919 Socially Responsive Balanced C
Price$31.45
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets887.66M
BALCX vs SESLX Comparison Chart
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BALCX vs. SESLX commentary
Jun 06, 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: 244B vs. SESLX (888M). BALCX pays higher dividends than SESLX: BALCX (1.24) vs SESLX (0.03). BALCX was incepted earlier than SESLX: BALCX (24 years) vs SESLX (32 years). SESLX (1.71) 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). SESLX annual gain was more profitable for investors over the last year : 6.71 vs. BALCX (6.16). SESLX return over 5 years is better than : 47.64 vs. BALCX (30.52).
| BALCX | SESLX | BALCX / SESLX | |
| Total Expense Ratio | 1.31 | 1.71 | 77% |
| Annual Report Gross Expense Ratio | 1.31 | 1.71 | 77% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 4.280 | 1.389 | 308% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 888M | 27,477% |
| Annual Yield % from dividends | 1.24 | 0.03 | 3,604% |
| Returns for 1 year | 6.16 | 6.71 | 92% |
| Returns for 3 years | 20.86 | 30.96 | 67% |
| Returns for 5 years | 30.52 | 47.64 | 64% |
| Returns for 10 years | 52.67 | 68.63 | 77% |
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