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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. CLREX (10.5B). CLREX pays higher dividends than BALCX: CLREX (1.76) vs BALCX (1.16). BALCX was incepted earlier than CLREX: BALCX (25 years) vs CLREX (15 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 : 16.84 vs. CLREX (14.31). BALCX return over 5 years is better than : 31.27 vs. CLREX (21.15).
| BALCX | CLREX | BALCX / CLREX | |
| Total Expense Ratio | 1.30 | 0.62 | 210% |
| Annual Report Gross Expense Ratio | 1.30 | 0.62 | 210% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 9.372 | 6.790 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 10.5B | 2,657% |
| Annual Yield % from dividends | 1.16 | 1.76 | 66% |
| Returns for 1 year | 16.84 | 14.31 | 118% |
| Returns for 3 years | 42.32 | 39.29 | 108% |
| Returns for 5 years | 31.27 | 21.15 | 148% |
| Returns for 10 years | 77.17 | 80.06 | 96% |
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