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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Columbia Balanced Inst3
Price$57.69
Change-$0.73 (-1.25%)
VolumeN/A
Net Assets10.25B
BALCX vs CBDYX Comparison Chart in %
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BALCX vs. CBDYX commentary
Nov 14, 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: 269B vs. CBDYX (10.2B). CBDYX pays higher dividends than BALCX: CBDYX (1.80) vs BALCX (1.10). BALCX was incepted earlier than CBDYX: BALCX (25 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 : 9.12 vs. CBDYX (7.33). BALCX return over 5 years is better than : 37.03 vs. CBDYX (28.96).
| BALCX | CBDYX | BALCX / CBDYX | |
| Total Expense Ratio | 1.31 | 0.60 | 218% |
| Annual Report Gross Expense Ratio | 1.31 | 0.60 | 218% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 15.516 | 14.091 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 10.2B | 2,637% |
| Annual Yield % from dividends | 1.10 | 1.80 | 61% |
| Returns for 1 year | 9.12 | 7.33 | 124% |
| Returns for 3 years | 40.63 | 42.80 | 95% |
| Returns for 5 years | 37.03 | 28.96 | 128% |
| Returns for 10 years | 70.15 | 80.03 | 88% |
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