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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
1919 Socially Responsive Balanced C
Price$32.63
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets922.51M
BALCX vs SESLX Comparison Chart in %
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BALCX vs. SESLX commentary
Aug 18, 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: 256B vs. SESLX (923M). BALCX pays higher dividends than SESLX: BALCX (1.18) 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 annual gain was more profitable for investors over the last year : 7.53 vs. BALCX (7.16). SESLX return over 5 years is better than : 43.52 vs. BALCX (33.87).
| 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 | 9.274 | 5.111 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 923M | 27,736% |
| Annual Yield % from dividends | 1.18 | 0.05 | 2,336% |
| Returns for 1 year | 7.16 | 7.53 | 95% |
| Returns for 3 years | 27.12 | 28.81 | 94% |
| Returns for 5 years | 33.87 | 43.52 | 78% |
| Returns for 10 years | 59.19 | 73.62 | 80% |
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