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BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Columbia Balanced Inst2
Price$51.26
Change-$1.10 (-2.10%)
VolumeN/A
CapitalizationN/A
BALCX vs CLREX Comparison Chart
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BALCX vs. CLREX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. CLREX (9.85B). 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 (11.89) and CLREX (11.87) have marching annual gain over last year. CLREX (29.19) and BALCX (28.93) have equivalent 5 years return.
| 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 | 10.937 | 10.944 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 9.85B | 2,446% |
| Annual Yield % from dividends | 1.59 | 1.96 | 81% |
| Returns for 1 year | 11.89 | 11.87 | 100% |
| Returns for 3 years | 10.17 | 10.40 | 98% |
| Returns for 5 years | 28.93 | 29.19 | 99% |
| Returns for 10 years | 40.96 | 59.26 | 69% |
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