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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Columbia Balanced Inst3
Price$55.85
Change+$0.17 (+0.31%)
VolumeN/A
Net Assets10.06B
BALCX vs CBDYX Comparison Chart in %
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BALCX vs. CBDYX commentary
Jul 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 CBDYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. CBDYX (10.1B). 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 : 9.43 vs. CBDYX (8.15). BALCX return over 5 years is better than : 35.43 vs. CBDYX (32.14).
| 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 | 8.597 | 8.537 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 10.1B | 2,515% |
| Annual Yield % from dividends | 1.19 | 1.95 | 61% |
| Returns for 1 year | 9.43 | 8.15 | 116% |
| Returns for 3 years | 32.20 | 34.12 | 94% |
| Returns for 5 years | 35.43 | 32.14 | 110% |
| Returns for 10 years | 58.21 | 67.40 | 86% |
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