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BALCX vs SESLX
BALCX vs SESLX Comparison
Open Charts BALCX vs SESLX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
1919 Socially Responsive Balanced C
Price$33.33
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets934.8M
BALCX vs SESLX Comparison Chart in %
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BALCX vs. SESLX commentary
Oct 21, 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: 266B vs. SESLX (935M). BALCX pays higher dividends than SESLX: BALCX (1.12) vs SESLX (0.06). BALCX was incepted earlier than SESLX: BALCX (25 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). BALCX annual gain was more profitable for investors over the last year : 7.88 vs. SESLX (6.79). SESLX return over 5 years is better than : 41.21 vs. BALCX (37.80).
| 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 | 32 years | - |
| Gain YTD | 13.983 | 7.372 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 935M | 28,449% |
| Annual Yield % from dividends | 1.12 | 0.06 | 2,031% |
| Returns for 1 year | 7.88 | 6.79 | 116% |
| Returns for 3 years | 47.51 | 49.36 | 96% |
| Returns for 5 years | 37.80 | 41.21 | 92% |
| Returns for 10 years | 67.75 | 83.18 | 81% |
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