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BALCX vs CTLAX
BALCX vs CTLAX Comparison
Open Charts BALCX vs CTLAX
American Funds American Balanced C
Price$38.09
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
American Funds College 2033 529A
Price$13.80
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets4.11B
BALCX vs CTLAX Comparison Chart in %
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BALCX vs. CTLAX commentary
Sep 27, 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 Hold and CTLAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. CTLAX (4.11B). CTLAX pays higher dividends than BALCX: CTLAX (2.49) vs BALCX (1.16). BALCX was incepted earlier than CTLAX: BALCX (25 years) vs CTLAX (11 years). BALCX (1.31) is less costly to investors than CTLAX (0.72). BALCX is a more actively managed with annual turnover of: 44.00 vs. CTLAX (6.00). BALCX (250) and CTLAX (250) have matching initial minimum investment requirements. CTLAX annual gain was more profitable for investors over the last year : 8.55 vs. BALCX (7.33). BALCX return over 5 years is better than : 39.74 vs. CTLAX (21.41).
| BALCX | CTLAX | BALCX / CTLAX | |
| Total Expense Ratio | 1.31 | 0.72 | 182% |
| Annual Report Gross Expense Ratio | 1.31 | 0.72 | 182% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 12.273 | 11.111 | 110% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 4.11B | 6,404% |
| Annual Yield % from dividends | 1.16 | 2.49 | 47% |
| Returns for 1 year | 7.33 | 8.55 | 86% |
| Returns for 3 years | 47.41 | 43.38 | 109% |
| Returns for 5 years | 39.74 | 21.41 | 186% |
| Returns for 10 years | 74.74 | 78.26 | 95% |
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