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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Columbia Balanced Inst3
Price$56.76
Change+$0.06 (+0.11%)
VolumeN/A
Net Assets10.13B
BALCX vs CBDYX Comparison Chart in %
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BALCX vs. CBDYX commentary
Sep 09, 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: 259B vs. CBDYX (10.1B). CBDYX pays higher dividends than BALCX: CBDYX (1.89) vs BALCX (1.16). 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 (6.91). BALCX return over 5 years is better than : 35.50 vs. CBDYX (28.76).
| 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 | 10.835 | 10.034 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 10.1B | 2,564% |
| Annual Yield % from dividends | 1.16 | 1.89 | 61% |
| Returns for 1 year | 9.12 | 6.91 | 132% |
| Returns for 3 years | 37.20 | 36.99 | 101% |
| Returns for 5 years | 35.50 | 28.76 | 123% |
| Returns for 10 years | 67.85 | 75.46 | 90% |
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