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BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
Columbia Balanced Inst2
Price$57.61
Change+$0.21 (+0.37%)
VolumeN/A
Net Assets10.33B
BALCX vs CLREX Comparison Chart in %
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BALCX vs. CLREX commentary
Dec 05, 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 StrongBuy and CLREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. CLREX (10.3B). CLREX pays higher dividends than BALCX: CLREX (1.79) vs BALCX (1.08). 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 : 8.95 vs. CLREX (5.74). BALCX return over 5 years is better than : 34.67 vs. CLREX (24.53).
| 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 | 16.341 | 13.959 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 10.3B | 2,612% |
| Annual Yield % from dividends | 1.08 | 1.79 | 61% |
| Returns for 1 year | 8.95 | 5.74 | 156% |
| Returns for 3 years | 37.95 | 38.96 | 97% |
| Returns for 5 years | 34.67 | 24.53 | 141% |
| Returns for 10 years | 67.52 | 75.05 | 90% |
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