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BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Columbia Balanced Inst2
Price$52.58
Change-$0.52 (-0.98%)
VolumeN/A
Net Assets9.85B
BALCX vs CLREX Comparison Chart
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BALCX vs. CLREX commentary
Feb 23, 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 Hold and CLREX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B 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 annual gain was more profitable for investors over the last year : 8.38 vs. CLREX (7.14). BALCX (26.14) and CLREX (25.00) 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 | 2.790 | 2.535 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 9.85B | 2,457% |
| Annual Yield % from dividends | 1.59 | 1.96 | 81% |
| Returns for 1 year | 8.38 | 7.14 | 117% |
| Returns for 3 years | 15.69 | 15.76 | 100% |
| Returns for 5 years | 26.14 | 25.00 | 105% |
| Returns for 10 years | 46.66 | 56.19 | 83% |
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