Interact to see
Advertisement
Advertisement
BALCX vs CLREX
BALCX vs CLREX Comparison
Open Charts BALCX vs CLREX
American Funds American Balanced C
Price$37.99
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Columbia Balanced Inst2
Price$54.79
Change-$0.09 (-0.16%)
VolumeN/A
Net Assets10.11B
BALCX vs CLREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CLREX commentary
Feb 05, 2026
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 Hold and CLREX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. CLREX (10.1B). CLREX pays higher dividends than BALCX: CLREX (1.81) vs BALCX (1.25). BALCX was incepted earlier than CLREX: BALCX (25 years) vs CLREX (15 years). BALCX (1.31) is less costly to investors than CLREX (0.62). CLREX is a more actively managed with annual turnover of: 160.00 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 : 10.51 vs. CLREX (7.12). BALCX return over 5 years is better than : 31.49 vs. CLREX (19.98).
| BALCX | CLREX | BALCX / CLREX | |
| Total Expense Ratio | 1.31 | 0.62 | 211% |
| Annual Report Gross Expense Ratio | 1.31 | 0.62 | 211% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 2.396 | -0.109 | -2,194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.1B | 2,673% |
| Annual Yield % from dividends | 1.25 | 1.81 | 69% |
| Returns for 1 year | 10.51 | 7.12 | 148% |
| Returns for 3 years | 33.72 | 34.91 | 97% |
| Returns for 5 years | 31.49 | 19.98 | 158% |
| Returns for 10 years | 79.52 | 82.46 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MGEMX | 15.46 | 0.18 | +1.18% |
| Morgan Stanley Inst Emerging Mkts I | |||
| FEAIX | 32.87 | 0.19 | +0.58% |
| First Eagle Rising Dividend Fund I | |||
| GCTRX | 55.01 | -0.30 | -0.54% |
| Goldman Sachs US Tax-Managed Eq R6 | |||
| CWGIX | 75.04 | -0.44 | -0.58% |
| American Funds Capital World Gr&Inc A | |||
| GABGX | 121.43 | -2.67 | -2.15% |
| Gabelli Growth AAA | |||