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BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$36.96
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
Columbia Balanced Inst2
Price$55.27
Change-$0.22 (-0.40%)
VolumeN/A
Net Assets10.08B
BALCX vs CLREX Comparison Chart in %
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BALCX vs. CLREX commentary
Aug 20, 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: 256B vs. CLREX (10.1B). CLREX pays higher dividends than BALCX: CLREX (1.89) vs BALCX (1.18). 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 : 6.00 vs. CLREX (4.88). BALCX return over 5 years is better than : 33.42 vs. CLREX (27.47).
| 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 | 8.833 | 8.800 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 10.1B | 2,535% |
| Annual Yield % from dividends | 1.18 | 1.89 | 62% |
| Returns for 1 year | 6.00 | 4.88 | 123% |
| Returns for 3 years | 28.13 | 28.30 | 99% |
| Returns for 5 years | 33.42 | 27.47 | 122% |
| Returns for 10 years | 64.54 | 72.83 | 89% |
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