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CBALX vs CLBCX
CBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCX
Columbia Balanced Inst
Price$55.49
Change-$0.16 (-0.29%)
VolumeN/A
Net Assets10.09B
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CBALX vs CLBCX Comparison Chart in %
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CBALX vs. CLBCX commentary
Aug 17, 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: 256B vs. CBALX (10.1B). CBALX pays higher dividends than CLBCX: CBALX (1.87) vs CLBCX (1.12). CBALX was incepted earlier than CLBCX: CBALX (34 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than CBALX (0.68). CBALX is a more actively managed with annual turnover of: 200.00 vs. CLBCX (44.00). 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 : 7.14 vs. CBALX (6.35). CLBCX return over 5 years is better than : 34.64 vs. CBALX (28.54).
| CBALX | CLBCX | CBALX / CLBCX | |
| Total Expense Ratio | 0.68 | 1.35 | 50% |
| Annual Report Gross Expense Ratio | 0.68 | 1.35 | 50% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 9.303 | 9.208 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 256B | 4% |
| Annual Yield % from dividends | 1.87 | 1.12 | 166% |
| Returns for 1 year | 6.35 | 7.14 | 89% |
| Returns for 3 years | 26.67 | 27.58 | 97% |
| Returns for 5 years | 28.54 | 34.64 | 82% |
| Returns for 10 years | 66.27 | 65.77 | 101% |
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