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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
Columbia Balanced Inst3
Price$58.38
Change+$0.21 (+0.36%)
VolumeN/A
Net Assets10.33B
BALCX vs CBDYX Comparison Chart in %
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BALCX vs. CBDYX commentary
Dec 04, 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: 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 : 8.45 vs. CBDYX (5.16). BALCX return over 5 years is better than : 34.89 vs. CBDYX (25.06).
| 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 | 15.810 | 13.271 | 119% |
| 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 | 8.45 | 5.16 | 164% |
| Returns for 3 years | 37.32 | 38.43 | 97% |
| Returns for 5 years | 34.89 | 25.06 | 139% |
| Returns for 10 years | 66.76 | 74.80 | 89% |
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