BALCX
Price
$38.94
Change
+$0.27 (+0.70%)
Updated
Oct 20 closing price
Net Assets
265.62B
CLREX
Price
$57.12
Change
+$0.42 (+0.74%)
Updated
Oct 20 closing price
Net Assets
10.25B
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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$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.

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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).
BALCXCLREXBALCX / CLREX
Total Expense Ratio1.310.65202%
Annual Report Gross Expense Ratio1.310.65202%
Fund Existence25 years15 years-
Gain YTD13.98312.159115%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets266B10.2B2,608%
Annual Yield % from dividends1.121.8162%
Returns for 1 year7.886.13129%
Returns for 3 years47.5146.20103%
Returns for 5 years37.8029.28129%
Returns for 10 years67.7575.7189%
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