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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Columbia Balanced R
Price$52.52
Change-$0.49 (-0.92%)
VolumeN/A
Net Assets9.61B
BALCX vs CBLRX Comparison Chart
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BALCX vs. CBLRX commentary
Jun 15, 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: 244B vs. CBLRX (9.61B). CBLRX pays higher dividends than BALCX: CBLRX (1.53) vs BALCX (1.24). 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 : 4.49 vs. CBLRX (0.70). BALCX return over 5 years is better than : 34.15 vs. CBLRX (26.80).
| 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 | 4.121 | 2.534 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 9.61B | 2,540% |
| Annual Yield % from dividends | 1.24 | 1.53 | 81% |
| Returns for 1 year | 4.49 | 0.70 | 643% |
| Returns for 3 years | 30.13 | 28.95 | 104% |
| Returns for 5 years | 34.15 | 26.80 | 127% |
| Returns for 10 years | 51.38 | 50.56 | 102% |
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