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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Columbia Balanced R
Price$55.63
Change-$0.16 (-0.29%)
VolumeN/A
Net Assets10.09B
BALCX vs CBLRX Comparison Chart in %
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BALCX vs. CBLRX 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 CBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. CBLRX (10.1B). CBLRX pays higher dividends than BALCX: CBLRX (1.41) vs BALCX (1.18). BALCX was incepted earlier than CBLRX: BALCX (24 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 : 7.16 vs. CBLRX (5.37). BALCX return over 5 years is better than : 33.87 vs. CBLRX (25.17).
| BALCX | CBLRX | BALCX / CBLRX | |
| Total Expense Ratio | 1.31 | 1.18 | 111% |
| Annual Report Gross Expense Ratio | 1.31 | 1.18 | 111% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 9.274 | 8.967 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 10.1B | 2,535% |
| Annual Yield % from dividends | 1.18 | 1.41 | 84% |
| Returns for 1 year | 7.16 | 5.37 | 133% |
| Returns for 3 years | 27.12 | 24.26 | 112% |
| Returns for 5 years | 33.87 | 25.17 | 135% |
| Returns for 10 years | 59.19 | 60.57 | 98% |
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