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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$36.22
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets249.42B
1919 Socially Responsive Balanced C
Price$32.14
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets901.83M
BALCX vs SESLX Comparison Chart in %
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BALCX vs. SESLX commentary
Jun 28, 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: 249B vs. SESLX (902M). 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 (1.68) 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 annual gain was more profitable for investors over the last year : 6.81 vs. SESLX (6.45). SESLX return over 5 years is better than : 54.07 vs. BALCX (38.72).
| 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 | 6.654 | 3.128 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249B | 902M | 27,605% |
| Annual Yield % from dividends | 1.24 | 0.03 | 3,604% |
| Returns for 1 year | 6.81 | 6.45 | 106% |
| Returns for 3 years | 31.57 | 39.83 | 79% |
| Returns for 5 years | 38.72 | 54.07 | 72% |
| Returns for 10 years | 57.09 | 72.54 | 79% |
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