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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
1919 Socially Responsive Balanced C
Price$33.30
Change-$0.17 (-0.51%)
VolumeN/A
Net Assets927.62M
BALCX vs SESLX Comparison Chart in %
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BALCX vs. SESLX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. SESLX (928M). BALCX pays higher dividends than SESLX: BALCX (1.25) 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 (12.00). 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 : 10.51 vs. SESLX (6.22). SESLX (32.67) and BALCX (31.49) have equivalent 5 years return.
| 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 | 2.396 | -1.099 | -218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 928M | 29,095% |
| Annual Yield % from dividends | 1.25 | 0.05 | 2,296% |
| Returns for 1 year | 10.51 | 6.22 | 169% |
| Returns for 3 years | 33.72 | 37.31 | 90% |
| Returns for 5 years | 31.49 | 32.67 | 96% |
| Returns for 10 years | 79.52 | 111.13 | 72% |
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