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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
1919 Socially Responsive Balanced C
Price$32.65
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets924.75M
BALCX vs SESLX Comparison Chart in %
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BALCX vs. SESLX commentary
Jul 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 Buy and SESLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. SESLX (925M). 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 (1.68) 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). SESLX (9.84) and BALCX (9.43) have marching annual gain over last year. SESLX return over 5 years is better than : 49.11 vs. BALCX (35.43).
| BALCX | SESLX | BALCX / SESLX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 8.597 | 5.175 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 925M | 27,459% |
| Annual Yield % from dividends | 1.19 | 0.05 | 2,350% |
| Returns for 1 year | 9.43 | 9.84 | 96% |
| Returns for 3 years | 32.20 | 38.73 | 83% |
| Returns for 5 years | 35.43 | 49.11 | 72% |
| Returns for 10 years | 58.21 | 73.54 | 79% |
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