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BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$36.64
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets252.16B
Columbia Balanced Inst2
Price$54.48
Change+$0.17 (+0.31%)
VolumeN/A
Net Assets9.92B
BALCX vs CLREX Comparison Chart in %
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BALCX vs. CLREX commentary
Jul 22, 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 CLREX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. CLREX (9.92B). CLREX pays higher dividends than BALCX: CLREX (1.93) vs BALCX (1.19). BALCX was incepted earlier than CLREX: BALCX (24 years) vs CLREX (14 years). BALCX (1.31) is less costly to investors than CLREX (0.65). CLREX is a more actively managed with annual turnover of: 200.00 vs. BALCX (44.00). CLREX has a lower initial minimum investment than BALCX: CLREX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 7.55 vs. CLREX (5.25). BALCX return over 5 years is better than : 33.51 vs. CLREX (28.11).
| BALCX | CLREX | BALCX / CLREX | |
| Total Expense Ratio | 1.31 | 0.65 | 202% |
| Annual Report Gross Expense Ratio | 1.31 | 0.65 | 202% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 7.890 | 6.910 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.92B | 2,541% |
| Annual Yield % from dividends | 1.19 | 1.93 | 62% |
| Returns for 1 year | 7.55 | 5.25 | 144% |
| Returns for 3 years | 30.93 | 30.41 | 102% |
| Returns for 5 years | 33.51 | 28.11 | 119% |
| Returns for 10 years | 57.56 | 64.40 | 89% |