Interact to see
Advertisement
Advertisement
BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| BALCX | CLREX | BALCX / CLREX | |
| Total Expense Ratio | 1.31 | 0.65 | 202% |
| Annual Report Gross Expense Ratio | 1.31 | 0.65 | 202% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 7.684 | 6.635 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.92B | 2,541% |
| Annual Yield % from dividends | 1.19 | 1.93 | 62% |
| Returns for 1 year | 7.03 | 4.58 | 154% |
| Returns for 3 years | 32.51 | 33.00 | 99% |
| Returns for 5 years | 37.14 | 32.49 | 114% |
| Returns for 10 years | 58.16 | 64.65 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers