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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Columbia Balanced Inst3
Price$56.27
Change-$0.16 (-0.28%)
VolumeN/A
Net Assets10.09B
BALCX vs CBDYX Comparison Chart in %
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BALCX vs. CBDYX commentary
Aug 18, 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 CBDYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. CBDYX (10.1B). CBDYX pays higher dividends than BALCX: CBDYX (1.91) vs BALCX (1.18). BALCX was incepted earlier than CBDYX: BALCX (24 years) vs CBDYX (13 years). BALCX (1.31) is less costly to investors than CBDYX (0.60). CBDYX is a more actively managed with annual turnover of: 200.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than CBDYX: BALCX (250) vs CBDYX (1000000). BALCX annual gain was more profitable for investors over the last year : 7.16 vs. CBDYX (6.50). BALCX return over 5 years is better than : 33.87 vs. CBDYX (29.36).
| BALCX | CBDYX | BALCX / CBDYX | |
| Total Expense Ratio | 1.31 | 0.60 | 218% |
| Annual Report Gross Expense Ratio | 1.31 | 0.60 | 218% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 9.274 | 9.353 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 10.1B | 2,535% |
| Annual Yield % from dividends | 1.18 | 1.91 | 62% |
| Returns for 1 year | 7.16 | 6.50 | 110% |
| Returns for 3 years | 27.12 | 27.14 | 100% |
| Returns for 5 years | 33.87 | 29.36 | 115% |
| Returns for 10 years | 59.19 | 68.12 | 87% |
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