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BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Columbia Balanced Inst2
Price$56.93
Change-$0.72 (-1.25%)
VolumeN/A
Net Assets10.25B
BALCX vs CLREX Comparison Chart in %
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BALCX vs. CLREX commentary
Nov 14, 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: 269B vs. CLREX (10.2B). CLREX pays higher dividends than BALCX: CLREX (1.78) vs BALCX (1.10). 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 : 7.94 vs. CLREX (5.87). BALCX return over 5 years is better than : 35.35 vs. CLREX (26.73).
| 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 | 14.101 | 12.614 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 10.2B | 2,637% |
| Annual Yield % from dividends | 1.10 | 1.78 | 62% |
| Returns for 1 year | 7.94 | 5.87 | 135% |
| Returns for 3 years | 39.68 | 41.50 | 96% |
| Returns for 5 years | 35.35 | 26.73 | 132% |
| Returns for 10 years | 66.50 | 75.26 | 88% |
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