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BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$32.98
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
Columbia Balanced Inst2
Price$48.73
Change+$0.55 (+1.14%)
VolumeN/A
Net Assets8.92B
BALCX vs CLREX Comparison Chart
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BALCX vs. CLREX commentary
Apr 24, 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: 225B vs. CLREX (8.92B). CLREX pays higher dividends than BALCX: CLREX (2.11) vs BALCX (1.28). BALCX was incepted earlier than CLREX: BALCX (24 years) vs CLREX (14 years). BALCX (1.32) is less costly to investors than CLREX (0.65). CLREX is a more actively managed with annual turnover of: 200.00 vs. BALCX (171.00). 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 : 0.88 vs. CLREX (-1.18). BALCX return over 5 years is better than : 28.57 vs. CLREX (26.06).
| BALCX | CLREX | BALCX / CLREX | |
| Total Expense Ratio | 1.32 | 0.65 | 203% |
| Annual Report Gross Expense Ratio | 1.32 | 0.65 | 203% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -4.013 | -5.591 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 8.92B | 2,522% |
| Annual Yield % from dividends | 1.28 | 2.11 | 61% |
| Returns for 1 year | 0.88 | -1.18 | -74% |
| Returns for 3 years | 10.05 | 9.82 | 102% |
| Returns for 5 years | 28.57 | 26.06 | 110% |
| Returns for 10 years | 37.55 | 43.08 | 87% |
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