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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$39.19
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Columbia Balanced R
Price$57.68
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets10.38B
BALCX vs CBLRX Comparison Chart in %
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BALCX vs. CBLRX 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 CBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 268B vs. CBLRX (10.4B). CBLRX pays higher dividends than BALCX: CBLRX (1.42) vs BALCX (1.10). BALCX was incepted earlier than CBLRX: BALCX (25 years) vs CBLRX (15 years). BALCX (1.31) is less costly to investors than CBLRX (1.18). CBLRX is a more actively managed with annual turnover of: 200.00 vs. BALCX (44.00). CBLRX has a lower initial minimum investment than BALCX: CBLRX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. CBLRX (6.65). BALCX return over 5 years is better than : 37.03 vs. CBLRX (25.14).
| BALCX | CBLRX | BALCX / CBLRX | |
| Total Expense Ratio | 1.31 | 1.18 | 111% |
| Annual Report Gross Expense Ratio | 1.31 | 1.18 | 111% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 15.516 | 13.515 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 10.4B | 2,577% |
| Annual Yield % from dividends | 1.10 | 1.42 | 77% |
| Returns for 1 year | 9.12 | 6.65 | 137% |
| Returns for 3 years | 40.63 | 40.17 | 101% |
| Returns for 5 years | 37.03 | 25.14 | 147% |
| Returns for 10 years | 70.15 | 72.38 | 97% |
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