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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$37.99
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Columbia Balanced R
Price$54.83
Change-$0.09 (-0.16%)
VolumeN/A
Net Assets10.09B
BALCX vs CBLRX Comparison Chart in %
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BALCX vs. CBLRX commentary
Feb 06, 2026
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: 270B vs. CBLRX (10.1B). CBLRX pays higher dividends than BALCX: CBLRX (1.43) vs BALCX (1.25). BALCX was incepted earlier than CBLRX: BALCX (25 years) vs CBLRX (15 years). BALCX (1.31) is less costly to investors than CBLRX (1.16). CBLRX is a more actively managed with annual turnover of: 160.00 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 : 9.86 vs. CBLRX (5.87). BALCX return over 5 years is better than : 31.19 vs. CBLRX (16.27).
| BALCX | CBLRX | BALCX / CBLRX | |
| Total Expense Ratio | 1.31 | 1.16 | 113% |
| Annual Report Gross Expense Ratio | 1.31 | 1.16 | 113% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 2.261 | -0.327 | -691% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.1B | 2,673% |
| Annual Yield % from dividends | 1.25 | 1.43 | 87% |
| Returns for 1 year | 9.86 | 5.87 | 168% |
| Returns for 3 years | 33.55 | 32.58 | 103% |
| Returns for 5 years | 31.19 | 16.27 | 192% |
| Returns for 10 years | 79.29 | 75.06 | 106% |
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