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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Columbia Balanced R
Price$55.95
Change-$0.09 (-0.16%)
VolumeN/A
Net Assets10.13B
BALCX vs CBLRX Comparison Chart in %
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BALCX vs. CBLRX commentary
Sep 08, 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: 259B vs. CBLRX (10.1B). 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 : 9.12 vs. CBLRX (5.76). BALCX return over 5 years is better than : 35.50 vs. CBLRX (24.58).
| 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 | 10.835 | 9.594 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 10.1B | 2,564% |
| Annual Yield % from dividends | 1.16 | 1.39 | 84% |
| Returns for 1 year | 9.12 | 5.76 | 158% |
| Returns for 3 years | 37.20 | 33.90 | 110% |
| Returns for 5 years | 35.50 | 24.58 | 144% |
| Returns for 10 years | 67.85 | 67.55 | 100% |