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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
1919 Socially Responsive Balanced C
Price$32.47
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets914.54M
BALCX vs SESLX Comparison Chart in %
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BALCX vs. SESLX 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 SESLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. SESLX (915M). BALCX pays higher dividends than SESLX: BALCX (1.19) vs SESLX (0.05). BALCX was incepted earlier than SESLX: BALCX (24 years) vs SESLX (32 years). SESLX (1.71) 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). SESLX annual gain was more profitable for investors over the last year : 7.43 vs. BALCX (7.03). SESLX return over 5 years is better than : 51.89 vs. BALCX (37.14).
| BALCX | SESLX | BALCX / SESLX | |
| Total Expense Ratio | 1.31 | 1.71 | 77% |
| Annual Report Gross Expense Ratio | 1.31 | 1.71 | 77% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 7.684 | 4.596 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 915M | 27,541% |
| Annual Yield % from dividends | 1.19 | 0.05 | 2,350% |
| Returns for 1 year | 7.03 | 7.43 | 95% |
| Returns for 3 years | 32.51 | 40.56 | 80% |
| Returns for 5 years | 37.14 | 51.89 | 72% |
| Returns for 10 years | 58.16 | 74.90 | 78% |
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