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BALFX vs CBLCX
BALFX vs CBLCX Comparison
Open Charts BALFX vs CBLCX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
Columbia Balanced C
Price$55.59
Change-$0.09 (-0.16%)
VolumeN/A
Net Assets10.13B
BALFX vs CBLCX Comparison Chart in %
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BALFX vs. CBLCX commentary
Sep 09, 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: 259B vs. CBLCX (10.1B). BALFX pays higher dividends than CBLCX: BALFX (1.77) vs CBLCX (0.95). BALFX was incepted earlier than CBLCX: BALFX (25 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 : 9.94 vs. CBLCX (5.33). BALFX return over 5 years is better than : 39.60 vs. CBLCX (21.82).
| BALFX | CBLCX | BALFX / CBLCX | |
| Total Expense Ratio | 0.61 | 1.68 | 36% |
| Annual Report Gross Expense Ratio | 0.61 | 1.68 | 36% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 11.360 | 9.220 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 10.1B | 2,564% |
| Annual Yield % from dividends | 1.77 | 0.95 | 186% |
| Returns for 1 year | 9.94 | 5.33 | 187% |
| Returns for 3 years | 39.77 | 32.03 | 124% |
| Returns for 5 years | 39.60 | 21.82 | 181% |
| Returns for 10 years | 75.07 | 61.89 | 121% |
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