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BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
Columbia Balanced Inst2
Price$56.27
Change+$0.26 (+0.46%)
VolumeN/A
Net Assets10.16B
BALCX vs CLREX Comparison Chart in %
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BALCX vs. CLREX commentary
Sep 29, 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 Hold and CLREX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. CLREX (10.2B). CLREX pays higher dividends than BALCX: CLREX (1.87) vs BALCX (1.16). BALCX was incepted earlier than CLREX: BALCX (25 years) vs CLREX (15 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 : 7.28 vs. CLREX (5.62). BALCX return over 5 years is better than : 40.11 vs. CLREX (33.06).
| BALCX | CLREX | BALCX / CLREX | |
| Total Expense Ratio | 1.31 | 0.65 | 202% |
| Annual Report Gross Expense Ratio | 1.31 | 0.65 | 202% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 12.568 | 11.308 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 10.2B | 2,578% |
| Annual Yield % from dividends | 1.16 | 1.87 | 62% |
| Returns for 1 year | 7.28 | 5.62 | 130% |
| Returns for 3 years | 48.24 | 46.84 | 103% |
| Returns for 5 years | 40.11 | 33.06 | 121% |
| Returns for 10 years | 74.67 | 83.18 | 90% |