BALCX
Price
$38.35
Change
-$0.16 (-0.42%)
Updated
Nov 18 closing price
Net Assets
263.89B
CLREX
Price
$56.22
Change
-$0.32 (-0.57%)
Updated
Nov 18 closing price
Net Assets
10.17B
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BALCX vs CLREX

Header iconBALCX vs CLREX Comparison
Open Charts BALCX vs CLREXBanner chart's image
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.

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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).
BALCXCLREXBALCX / CLREX
Total Expense Ratio1.310.65202%
Annual Report Gross Expense Ratio1.310.65202%
Fund Existence25 years15 years-
Gain YTD13.04011.209116%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets264B10.2B2,588%
Annual Yield % from dividends1.101.7862%
Returns for 1 year8.005.53145%
Returns for 3 years37.8139.3196%
Returns for 5 years33.8724.63137%
Returns for 10 years63.1671.0189%
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