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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
Columbia Balanced R
Price$56.34
Change+$0.26 (+0.46%)
VolumeN/A
Net Assets10.16B
BALCX vs CBLRX Comparison Chart in %
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BALCX vs. CBLRX commentary
Sep 28, 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 Hold and CBLRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. CBLRX (10.2B). CBLRX pays higher dividends than BALCX: CBLRX (1.39) vs BALCX (1.16). 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 : 7.28 vs. CBLRX (4.63). BALCX return over 5 years is better than : 40.11 vs. CBLRX (29.19).
| 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 | 12.568 | 10.878 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 10.2B | 2,569% |
| Annual Yield % from dividends | 1.16 | 1.39 | 84% |
| Returns for 1 year | 7.28 | 4.63 | 157% |
| Returns for 3 years | 48.24 | 43.89 | 110% |
| Returns for 5 years | 40.11 | 29.19 | 137% |
| Returns for 10 years | 74.67 | 75.55 | 99% |
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