BALCX
Price
$35.42
Change
-$0.04 (-0.11%)
Updated
Jun 5 closing price
Net Assets
243.73B
CLREX
Price
$52.33
Change
-$0.16 (-0.30%)
Updated
Jun 5 closing price
Net Assets
9.63B
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BALCX vs CLREX

Header iconBALCX vs CLREX Comparison
Open Charts BALCX vs CLREXBanner chart's image
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.

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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).
BALCXCLREXBALCX / CLREX
Total Expense Ratio1.310.65202%
Annual Report Gross Expense Ratio1.310.65202%
Fund Existence24 years14 years-
Gain YTD4.2802.854150%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets244B9.63B2,534%
Annual Yield % from dividends1.242.0461%
Returns for 1 year6.162.67231%
Returns for 3 years20.8622.5293%
Returns for 5 years30.5226.84114%
Returns for 10 years52.6757.6991%
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