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BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
Columbia Balanced Inst2
Price$49.07
Change-$1.44 (-2.85%)
VolumeN/A
Net Assets9.42B
BALCX vs CLREX Comparison Chart
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BALCX vs. CLREX commentary
Apr 04, 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: 235B vs. CLREX (9.42B). 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 : 3.53 vs. CLREX (1.68). BALCX (45.49) and CLREX (44.30) have equivalent 5 years return.
| 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 | 0.251 | -1.300 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 9.42B | 2,496% |
| Annual Yield % from dividends | 1.28 | 2.11 | 61% |
| Returns for 1 year | 3.53 | 1.68 | 211% |
| Returns for 3 years | 10.47 | 8.86 | 118% |
| Returns for 5 years | 45.49 | 44.30 | 103% |
| Returns for 10 years | 46.34 | 52.23 | 89% |