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BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
Columbia Balanced Inst2
Price$56.22
Change-$0.32 (-0.57%)
VolumeN/A
Net Assets10.17B
BALCX vs CLREX Comparison Chart in %
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BALCX vs. CLREX commentary
Nov 20, 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 Hold and CLREX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. CLREX (10.2B). CLREX pays higher dividends than BALCX: CLREX (1.78) vs BALCX (1.10). BALCX was incepted earlier than CLREX: BALCX (25 years) vs CLREX (15 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 : 8.00 vs. CLREX (5.53). BALCX return over 5 years is better than : 33.87 vs. CLREX (24.63).
| BALCX | CLREX | BALCX / CLREX | |
| Total Expense Ratio | 1.31 | 0.65 | 202% |
| Annual Report Gross Expense Ratio | 1.31 | 0.65 | 202% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 13.040 | 11.209 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 10.2B | 2,588% |
| Annual Yield % from dividends | 1.10 | 1.78 | 62% |
| Returns for 1 year | 8.00 | 5.53 | 145% |
| Returns for 3 years | 37.81 | 39.31 | 96% |
| Returns for 5 years | 33.87 | 24.63 | 137% |
| Returns for 10 years | 63.16 | 71.01 | 89% |
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