BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
CBDYX
Price
$54.88
Change
+$0.24 (+0.44%)
Updated
Jul 3 closing price
Net Assets
9.92B
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BALCX vs CBDYX

Header iconBALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYXBanner chart's image
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Columbia Balanced Inst3
Price$54.88
Change+$0.24 (+0.44%)
VolumeN/A
Net Assets9.92B
BALCX vs CBDYX Comparison Chart in %
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BALCX vs. CBDYX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. CBDYX (9.92B). CBDYX pays higher dividends than BALCX: CBDYX (1.95) vs BALCX (1.19). BALCX was incepted earlier than CBDYX: BALCX (24 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 : 7.03 vs. CBDYX (4.71). BALCX return over 5 years is better than : 37.14 vs. CBDYX (33.12).
BALCXCBDYXBALCX / CBDYX
Total Expense Ratio1.310.60218%
Annual Report Gross Expense Ratio1.310.60218%
Fund Existence24 years13 years-
Gain YTD7.6846.652116%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B9.92B2,541%
Annual Yield % from dividends1.191.9561%
Returns for 1 year7.034.71149%
Returns for 3 years32.5133.3398%
Returns for 5 years37.1433.12112%
Returns for 10 years58.1665.4389%
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