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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Columbia Balanced R
Price$54.29
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets9.92B
BALCX vs CBLRX Comparison Chart in %
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BALCX vs. CBLRX commentary
Jul 07, 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: 252B vs. CBLRX (9.92B). CBLRX pays higher dividends than BALCX: CBLRX (1.44) vs BALCX (1.19). 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 : 7.03 vs. CBLRX (3.57). BALCX return over 5 years is better than : 37.14 vs. CBLRX (28.81).
| 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 | 7.684 | 6.343 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.92B | 2,541% |
| Annual Yield % from dividends | 1.19 | 1.44 | 83% |
| Returns for 1 year | 7.03 | 3.57 | 197% |
| Returns for 3 years | 32.51 | 30.31 | 107% |
| Returns for 5 years | 37.14 | 28.81 | 129% |
| Returns for 10 years | 58.16 | 57.98 | 100% |
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