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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Columbia Balanced Inst3
Price$56.08
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets10.28B
BALCX vs CBDYX Comparison Chart in %
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BALCX vs. CBDYX commentary
Dec 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 StrongBuy and CBDYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. CBDYX (10.3B). CBDYX pays higher dividends than BALCX: CBDYX (1.81) vs BALCX (1.08). 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: 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 : 8.47 vs. CBDYX (7.82). BALCX return over 5 years is better than : 30.89 vs. CBDYX (24.79).
| 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 | 10.092 | 9.521 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 10.3B | 2,612% |
| Annual Yield % from dividends | 1.08 | 1.81 | 60% |
| Returns for 1 year | 8.47 | 7.82 | 108% |
| Returns for 3 years | 35.24 | 45.30 | 78% |
| Returns for 5 years | 30.89 | 24.79 | 125% |
| Returns for 10 years | 65.54 | 73.96 | 89% |
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