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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
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. CLREX (10.6B). CLREX pays higher dividends than BALCX: CLREX (1.80) 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 : 10.84 vs. CLREX (8.70). BALCX return over 5 years is better than : 30.44 vs. CLREX (20.16).
| 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 | 9.550 | 8.814 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 10.6B | 2,670% |
| Annual Yield % from dividends | 1.16 | 1.80 | 64% |
| Returns for 1 year | 10.84 | 8.70 | 125% |
| Returns for 3 years | 41.67 | 40.86 | 102% |
| Returns for 5 years | 30.44 | 20.16 | 151% |
| Returns for 10 years | 74.28 | 78.26 | 95% |
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