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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Columbia Balanced R
Price$56.75
Change+$0.16 (+0.28%)
VolumeN/A
Net Assets10.25B
BALCX vs CBLRX Comparison Chart in %
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BALCX vs. CBLRX commentary
Oct 19, 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: 266B vs. CBLRX (10.2B). CBLRX pays higher dividends than BALCX: CBLRX (1.45) vs BALCX (1.12). 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 : 7.88 vs. CBLRX (5.58). BALCX return over 5 years is better than : 37.80 vs. CBLRX (26.08).
| 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 | 13.983 | 11.685 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 10.2B | 2,608% |
| Annual Yield % from dividends | 1.12 | 1.45 | 77% |
| Returns for 1 year | 7.88 | 5.58 | 141% |
| Returns for 3 years | 47.51 | 43.88 | 108% |
| Returns for 5 years | 37.80 | 26.08 | 145% |
| Returns for 10 years | 67.75 | 69.13 | 98% |
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