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BALCX vs CBLCX
BALCX vs CBLCX Comparison
Open Charts BALCX vs CBLCX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Columbia Balanced C
Price$55.29
Change-$0.16 (-0.29%)
VolumeN/A
Net Assets10.09B
BALCX vs CBLCX Comparison Chart in %
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BALCX vs. CBLCX commentary
Aug 18, 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: 256B vs. CBLCX (10.1B). BALCX pays higher dividends than CBLCX: BALCX (1.18) vs CBLCX (0.96). BALCX was incepted earlier than CBLCX: BALCX (24 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 : 7.16 vs. CBLCX (4.96). BALCX return over 5 years is better than : 33.87 vs. CBLCX (22.40).
| BALCX | CBLCX | BALCX / CBLCX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 9.274 | 8.631 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 10.1B | 2,535% |
| Annual Yield % from dividends | 1.18 | 0.96 | 123% |
| Returns for 1 year | 7.16 | 4.96 | 144% |
| Returns for 3 years | 27.12 | 22.52 | 120% |
| Returns for 5 years | 33.87 | 22.40 | 151% |
| Returns for 10 years | 59.19 | 55.14 | 107% |
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