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BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Columbia Balanced Inst2
Price$51.90
Change+$0.29 (+0.56%)
VolumeN/A
Net Assets9.75B
BALCX vs CLREX Comparison Chart
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BALCX vs. CLREX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. CLREX (9.75B). CLREX pays higher dividends than BALCX: CLREX (1.96) vs BALCX (1.59). BALCX was incepted earlier than CLREX: BALCX (24 years) vs CLREX (14 years). BALCX (171.00) and CLREX (171.00) have comparable annual turnover. 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 : 11.44 vs. CLREX (10.38). BALCX return over 5 years is better than : 25.92 vs. CLREX (24.13).
| BALCX | CLREX | BALCX / CLREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 1.938 | 1.209 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 9.75B | 2,463% |
| Annual Yield % from dividends | 1.59 | 1.96 | 81% |
| Returns for 1 year | 11.44 | 10.38 | 110% |
| Returns for 3 years | 10.59 | 10.09 | 105% |
| Returns for 5 years | 25.92 | 24.13 | 107% |
| Returns for 10 years | 49.96 | 60.24 | 83% |
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