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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 24, 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: 288B vs. CLREX (10.3B). 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 : 15.81 vs. CLREX (12.55). BALCX return over 5 years is better than : 31.93 vs. CLREX (19.54).
| 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 | 9.011 | 6.058 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 10.3B | 2,796% |
| Annual Yield % from dividends | 1.16 | 1.76 | 66% |
| Returns for 1 year | 15.81 | 12.55 | 126% |
| Returns for 3 years | 41.11 | 36.80 | 112% |
| Returns for 5 years | 31.93 | 19.54 | 163% |
| Returns for 10 years | 80.43 | 83.05 | 97% |
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