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BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$35.42
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
Columbia Balanced Inst2
Price$52.33
Change-$0.16 (-0.30%)
VolumeN/A
Net Assets9.63B
BALCX vs CLREX Comparison Chart
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BALCX vs. CLREX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. CLREX (9.63B). CLREX pays higher dividends than BALCX: CLREX (2.04) vs BALCX (1.24). BALCX was incepted earlier than CLREX: BALCX (24 years) vs CLREX (14 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 : 6.16 vs. CLREX (2.67). BALCX return over 5 years is better than : 30.52 vs. CLREX (26.84).
| BALCX | CLREX | BALCX / CLREX | |
| Total Expense Ratio | 1.31 | 0.65 | 202% |
| Annual Report Gross Expense Ratio | 1.31 | 0.65 | 202% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 4.280 | 2.854 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 9.63B | 2,534% |
| Annual Yield % from dividends | 1.24 | 2.04 | 61% |
| Returns for 1 year | 6.16 | 2.67 | 231% |
| Returns for 3 years | 20.86 | 22.52 | 93% |
| Returns for 5 years | 30.52 | 26.84 | 114% |
| Returns for 10 years | 52.67 | 57.69 | 91% |
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