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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Columbia Balanced Inst3
Price$55.65
Change-$1.94 (-3.37%)
VolumeN/A
Net Assets10.11B
BALCX vs CBDYX Comparison Chart in %
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BALCX vs. CBDYX commentary
Feb 04, 2026
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 Hold and CBDYX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. CBDYX (10.1B). CBDYX pays higher dividends than BALCX: CBDYX (1.84) vs BALCX (1.25). BALCX was incepted earlier than CBDYX: BALCX (25 years) vs CBDYX (13 years). BALCX (1.31) is less costly to investors than CBDYX (0.57). CBDYX is a more actively managed with annual turnover of: 160.00 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 : 10.51 vs. CBDYX (7.25). BALCX return over 5 years is better than : 31.49 vs. CBDYX (20.59).
| BALCX | CBDYX | BALCX / CBDYX | |
| Total Expense Ratio | 1.31 | 0.57 | 230% |
| Annual Report Gross Expense Ratio | 1.31 | 0.57 | 230% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 2.396 | -0.090 | -2,669% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.1B | 2,673% |
| Annual Yield % from dividends | 1.25 | 1.84 | 68% |
| Returns for 1 year | 10.51 | 7.25 | 145% |
| Returns for 3 years | 33.72 | 35.30 | 96% |
| Returns for 5 years | 31.49 | 20.59 | 153% |
| Returns for 10 years | 79.52 | 83.44 | 95% |
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