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BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
BALCX vs CLREX Comparison Chart in %
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BALCX vs. CLREX commentary
Sep 11, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. CLREX (10.3B). CLREX pays higher dividends than BALCX: CLREX (1.78) vs BALCX (1.14). BALCX was incepted earlier than CLREX: BALCX (26 years) vs CLREX (16 years). BALCX (1.30) is less costly to investors than CLREX (0.62). CLREX is a more actively managed with annual turnover of: 160.00 vs. BALCX (50.00). 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 : 6.95 vs. CLREX (6.30). BALCX return over 5 years is better than : 28.16 vs. CLREX (17.67).
| BALCX | CLREX | BALCX / CLREX | |
| Total Expense Ratio | 1.30 | 0.62 | 210% |
| Annual Report Gross Expense Ratio | 1.30 | 0.62 | 210% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | 8.525 | 7.234 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 10.3B | 2,767% |
| Annual Yield % from dividends | 1.14 | 1.78 | 64% |
| Returns for 1 year | 6.95 | 6.30 | 110% |
| Returns for 3 years | 38.85 | 35.92 | 108% |
| Returns for 5 years | 28.16 | 17.67 | 159% |
| Returns for 10 years | 74.33 | 76.66 | 97% |
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