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BALCX vs CBLCX
BALCX vs CBLCX Comparison
Open Charts BALCX vs CBLCX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Columbia Balanced C
Price$53.99
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets9.92B
BALCX vs CBLCX Comparison Chart in %
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BALCX vs. CBLCX 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 CBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. CBLCX (9.92B). BALCX pays higher dividends than CBLCX: BALCX (1.19) vs CBLCX (0.98). 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 : 7.03 vs. CBLCX (3.17). BALCX return over 5 years is better than : 37.14 vs. CBLCX (25.96).
| 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 | 7.684 | 6.076 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.92B | 2,541% |
| Annual Yield % from dividends | 1.19 | 0.98 | 122% |
| Returns for 1 year | 7.03 | 3.17 | 222% |
| Returns for 3 years | 32.51 | 28.47 | 114% |
| Returns for 5 years | 37.14 | 25.96 | 143% |
| Returns for 10 years | 58.16 | 52.64 | 110% |
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