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BALCX vs CLREX
BALCX vs CLREX Comparison
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BALCX vs CLREX Comparison Chart in %
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BALCX vs. CLREX commentary
Jul 27, 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 Buy and CLREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. CLREX (10.2B). CLREX pays higher dividends than BALCX: CLREX (1.81) vs BALCX (1.14). 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 : 9.54 vs. CLREX (5.93). BALCX return over 5 years is better than : 27.72 vs. CLREX (15.11).
| 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 | 7.366 | 4.937 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 10.2B | 2,824% |
| Annual Yield % from dividends | 1.14 | 1.81 | 63% |
| Returns for 1 year | 9.54 | 5.93 | 161% |
| Returns for 3 years | 34.70 | 31.74 | 109% |
| Returns for 5 years | 27.72 | 15.11 | 183% |
| Returns for 10 years | 71.56 | 73.34 | 98% |
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