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BALCX vs CBLCX
BALCX vs CBLCX Comparison
Open Charts BALCX vs CBLCX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Columbia Balanced C
Price$56.68
Change-$0.71 (-1.24%)
VolumeN/A
Net Assets10.25B
BALCX vs CBLCX Comparison Chart in %
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BALCX vs. CBLCX commentary
Nov 14, 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 CBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. CBLCX (10.2B). BALCX pays higher dividends than CBLCX: BALCX (1.10) vs CBLCX (0.88). BALCX was incepted earlier than CBLCX: BALCX (25 years) vs CBLCX (22 years). CBLCX (1.68) is less costly to investors than BALCX (1.31). CBLCX is a more actively managed with annual turnover of: 200.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than CBLCX: BALCX (250) vs CBLCX (2000). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. CBLCX (6.09). BALCX return over 5 years is better than : 37.03 vs. CBLCX (22.08).
| BALCX | CBLCX | BALCX / CBLCX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 15.516 | 13.020 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 10.2B | 2,637% |
| Annual Yield % from dividends | 1.10 | 0.88 | 125% |
| Returns for 1 year | 9.12 | 6.09 | 150% |
| Returns for 3 years | 40.63 | 38.03 | 107% |
| Returns for 5 years | 37.03 | 22.08 | 168% |
| Returns for 10 years | 70.15 | 66.14 | 106% |
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