Interact to see
Advertisement
Advertisement
BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$37.21
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets256.16B
Columbia Balanced Inst2
Price$55.57
Change+$0.22 (+0.40%)
VolumeN/A
Net Assets10.08B
BALCX vs CLREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CLREX commentary
Sep 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. CLREX (10.1B). CLREX pays higher dividends than BALCX: CLREX (1.87) vs BALCX (1.16). BALCX was incepted earlier than CLREX: BALCX (24 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 : 7.66 vs. CLREX (5.72). BALCX return over 5 years is better than : 33.95 vs. CLREX (26.95).
| 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 | 15 years | - |
| Gain YTD | 9.569 | 8.958 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 10.1B | 2,535% |
| Annual Yield % from dividends | 1.16 | 1.87 | 62% |
| Returns for 1 year | 7.66 | 5.72 | 134% |
| Returns for 3 years | 34.74 | 34.56 | 101% |
| Returns for 5 years | 33.95 | 26.95 | 126% |
| Returns for 10 years | 68.34 | 75.34 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EPS | 67.09 | 0.40 | +0.60% |
| WisdomTree U.S. LargeCap Fund | |||
| BMED | 26.34 | 0.05 | +0.18% |
| iShares Health Innovation Active ETF | |||
| NCZ | 13.49 | 0.01 | +0.07% |
| Virtus Convertible & Income Fund II | |||
| ASEA | 17.18 | -0.04 | -0.23% |
| Global X FTSE Southeast Asia ETF | |||
| MVLL | 13.32 | -1.02 | -7.11% |
| GraniteShares 2x Long MRVL Daily ETF | |||