Ad is loading...
CBALX vs CLBCX
CBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCX
Columbia Balanced Inst
Price$52.66
Change+$0.22 (+0.42%)
VolumeN/A
Net Assets9.85B
American Funds American Balanced 529C
Price$35.36
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
CBALX vs CLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CBALX vs. CLBCX commentary
Jan 31, 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 CBALX is a StrongBuy and CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. CBALX (9.85B). CBALX pays higher dividends than CLBCX: CBALX (1.93) vs CLBCX (1.52). CBALX was incepted earlier than CLBCX: CBALX (33 years) vs CLBCX (23 years). CBALX (171.00) and CLBCX (171.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than CBALX: CLBCX (250) vs CBALX (2000). CLBCX annual gain was more profitable for investors over the last year : 11.23 vs. CBALX (10.31). CLBCX return over 5 years is better than : 30.56 vs. CBALX (28.10).
| CBALX | CLBCX | CBALX / CLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 2.771 | 3.030 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.85B | 241B | 4% |
| Annual Yield % from dividends | 1.93 | 1.52 | 127% |
| Returns for 1 year | 10.31 | 11.23 | 92% |
| Returns for 3 years | 12.02 | 13.59 | 88% |
| Returns for 5 years | 28.10 | 30.56 | 92% |
| Returns for 10 years | 60.90 | 58.40 | 104% |
View a ticker or compare two or three
VS
VS
Ad is loading...