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BALFX vs CBLCX
BALFX vs CBLCX Comparison
Open Charts BALFX vs CBLCX
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Columbia Balanced C
Price$53.99
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets9.92B
BALFX vs CBLCX Comparison Chart in %
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BALFX vs. CBLCX commentary
Jul 07, 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 BALFX is a Buy and CBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. CBLCX (9.92B). BALFX pays higher dividends than CBLCX: BALFX (1.81) vs CBLCX (0.98). BALFX was incepted earlier than CBLCX: BALFX (24 years) vs CBLCX (22 years). CBLCX (1.68) is less costly to investors than BALFX (0.61). CBLCX is a more actively managed with annual turnover of: 200.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than CBLCX: BALFX (250) vs CBLCX (2000). BALFX annual gain was more profitable for investors over the last year : 7.83 vs. CBLCX (3.17). BALFX return over 5 years is better than : 41.29 vs. CBLCX (25.96).
| BALFX | CBLCX | BALFX / CBLCX | |
| Total Expense Ratio | 0.61 | 1.68 | 36% |
| Annual Report Gross Expense Ratio | 0.61 | 1.68 | 36% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 8.075 | 6.076 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.92B | 2,541% |
| Annual Yield % from dividends | 1.81 | 0.98 | 185% |
| Returns for 1 year | 7.83 | 3.17 | 247% |
| Returns for 3 years | 35.03 | 28.47 | 123% |
| Returns for 5 years | 41.29 | 25.96 | 159% |
| Returns for 10 years | 64.94 | 52.64 | 123% |