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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Columbia Balanced Inst3
Price$54.88
Change+$0.24 (+0.44%)
VolumeN/A
Net Assets9.92B
BALCX vs CBDYX Comparison Chart in %
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BALCX vs. CBDYX commentary
Jul 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 CBDYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. CBDYX (9.92B). CBDYX pays higher dividends than BALCX: CBDYX (1.95) vs BALCX (1.19). 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 : 7.03 vs. CBDYX (4.71). BALCX return over 5 years is better than : 37.14 vs. CBDYX (33.12).
| 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 | 7.684 | 6.652 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.92B | 2,541% |
| Annual Yield % from dividends | 1.19 | 1.95 | 61% |
| Returns for 1 year | 7.03 | 4.71 | 149% |
| Returns for 3 years | 32.51 | 33.33 | 98% |
| Returns for 5 years | 37.14 | 33.12 | 112% |
| Returns for 10 years | 58.16 | 65.43 | 89% |
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