Interact to see
Advertisement
Advertisement
BALCX vs CBLCX
BALCX vs CBLCX Comparison
Open Charts BALCX vs CBLCX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Columbia Balanced C
Price$54.64
Change-$1.99 (-3.51%)
VolumeN/A
Net Assets10.19B
BALCX vs CBLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CBLCX commentary
Feb 04, 2026
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 Hold and CBLCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. CBLCX (10.2B). BALCX pays higher dividends than CBLCX: BALCX (1.25) vs CBLCX (0.86). BALCX was incepted earlier than CBLCX: BALCX (25 years) vs CBLCX (22 years). CBLCX (1.66) is less costly to investors than BALCX (1.31). CBLCX is a more actively managed with annual turnover of: 160.00 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 : 10.51 vs. CBLCX (6.02). BALCX return over 5 years is better than : 31.49 vs. CBLCX (13.88).
| BALCX | CBLCX | BALCX / CBLCX | |
| Total Expense Ratio | 1.31 | 1.66 | 79% |
| Annual Report Gross Expense Ratio | 1.31 | 1.66 | 79% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 2.396 | -0.201 | -1,192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.2B | 2,647% |
| Annual Yield % from dividends | 1.25 | 0.86 | 145% |
| Returns for 1 year | 10.51 | 6.02 | 175% |
| Returns for 3 years | 33.72 | 30.76 | 110% |
| Returns for 5 years | 31.49 | 13.88 | 227% |
| Returns for 10 years | 79.52 | 68.77 | 116% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SMAPX | 11.26 | 0.22 | +1.99% |
| Westwood Salient MLP & Engy Infras A | |||
| MSEPX | 13.64 | 0.16 | +1.19% |
| Morgan Stanley Inst Emerging Mkts C | |||
| GCTIX | 55.52 | -0.30 | -0.54% |
| Goldman Sachs US Tax-Managed Eq Instl | |||
| CWGFX | 74.79 | -0.44 | -0.58% |
| American Funds Capital World Gr&Inc F1 | |||
| LMTIX | 27.66 | -0.27 | -0.97% |
| Franklin U.S. Large Cap Equity I | |||