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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
1919 Socially Responsive Balanced C
Price$33.09
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets931.47M
BALCX vs SESLX Comparison Chart in %
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BALCX vs. SESLX commentary
Sep 28, 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 SESLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. SESLX (931M). BALCX pays higher dividends than SESLX: BALCX (1.16) vs SESLX (0.05). BALCX was incepted earlier than SESLX: BALCX (25 years) vs SESLX (32 years). SESLX (1.68) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. SESLX (10.00). BALCX has a lower initial minimum investment than SESLX: BALCX (250) vs SESLX (1000). BALCX annual gain was more profitable for investors over the last year : 7.28 vs. SESLX (6.87). SESLX return over 5 years is better than : 47.03 vs. BALCX (40.11).
| BALCX | SESLX | BALCX / SESLX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 12.568 | 6.593 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 931M | 28,249% |
| Annual Yield % from dividends | 1.16 | 0.05 | 2,333% |
| Returns for 1 year | 7.28 | 6.87 | 106% |
| Returns for 3 years | 48.24 | 49.82 | 97% |
| Returns for 5 years | 40.11 | 47.03 | 85% |
| Returns for 10 years | 74.67 | 89.43 | 83% |
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