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BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$38.94
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets265.62B
Columbia Balanced Inst2
Price$57.12
Change+$0.42 (+0.74%)
VolumeN/A
Net Assets10.25B
BALCX vs CLREX Comparison Chart in %
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BALCX vs. CLREX commentary
Oct 21, 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: 266B vs. CLREX (10.2B). CLREX pays higher dividends than BALCX: CLREX (1.81) vs BALCX (1.12). 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 : 7.88 vs. CLREX (6.13). BALCX return over 5 years is better than : 37.80 vs. CLREX (29.28).
| 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 | 13.983 | 12.159 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 10.2B | 2,608% |
| Annual Yield % from dividends | 1.12 | 1.81 | 62% |
| Returns for 1 year | 7.88 | 6.13 | 129% |
| Returns for 3 years | 47.51 | 46.20 | 103% |
| Returns for 5 years | 37.80 | 29.28 | 129% |
| Returns for 10 years | 67.75 | 75.71 | 89% |