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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
1919 Socially Responsive Balanced C
Price$33.82
Change-$0.35 (-1.02%)
VolumeN/A
Net Assets955.05M
BALCX vs SESLX Comparison Chart in %
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BALCX vs. SESLX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. SESLX (955M). BALCX pays higher dividends than SESLX: BALCX (1.10) vs SESLX (0.05). BALCX was incepted earlier than SESLX: BALCX (25 years) vs SESLX (33 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 : 9.12 vs. SESLX (8.06). SESLX return over 5 years is better than : 43.62 vs. BALCX (37.03).
| 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 | 33 years | - |
| Gain YTD | 15.516 | 10.078 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 955M | 28,168% |
| Annual Yield % from dividends | 1.10 | 0.05 | 2,047% |
| Returns for 1 year | 9.12 | 8.06 | 113% |
| Returns for 3 years | 40.63 | 47.01 | 86% |
| Returns for 5 years | 37.03 | 43.62 | 85% |
| Returns for 10 years | 70.15 | 90.19 | 78% |
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