BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
CLREX
Price
$54.17
Change
+$0.24 (+0.45%)
Updated
Jul 3 closing price
Net Assets
9.92B
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BALCX vs CLREX

Header iconBALCX vs CLREX Comparison
Open Charts BALCX vs CLREXBanner chart's image
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Columbia Balanced Inst2
Price$54.17
Change+$0.24 (+0.45%)
VolumeN/A
Net Assets9.92B
BALCX vs CLREX Comparison Chart in %
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BALCX vs. CLREX commentary
Jul 07, 2025

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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. CLREX (9.92B). CLREX pays higher dividends than BALCX: CLREX (1.93) vs BALCX (1.19). BALCX was incepted earlier than CLREX: BALCX (24 years) vs CLREX (14 years). BALCX (1.31) is less costly to investors than CLREX (0.65). CLREX is a more actively managed with annual turnover of: 200.00 vs. BALCX (44.00). 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 : 7.03 vs. CLREX (4.58). BALCX return over 5 years is better than : 37.14 vs. CLREX (32.49).
BALCXCLREXBALCX / CLREX
Total Expense Ratio1.310.65202%
Annual Report Gross Expense Ratio1.310.65202%
Fund Existence24 years14 years-
Gain YTD7.6846.635116%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B9.92B2,541%
Annual Yield % from dividends1.191.9362%
Returns for 1 year7.034.58154%
Returns for 3 years32.5133.0099%
Returns for 5 years37.1432.49114%
Returns for 10 years58.1664.6590%
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