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CBALX vs CLBCX
CBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCX
Columbia Balanced Inst
Price$51.22
Change-$1.10 (-2.10%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
CBALX vs CLBCX Comparison Chart
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CBALX vs. CLBCX commentary
Dec 19, 2024
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 Hold.
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 (11.92) and CBALX (11.82) have marching annual gain over last year. CLBCX (29.69) and CBALX (28.98) have equivalent 5 years return.
| 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 | 10.918 | 10.944 | 100% |
| 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 | 11.82 | 11.92 | 99% |
| Returns for 3 years | 10.30 | 10.88 | 95% |
| Returns for 5 years | 28.98 | 29.69 | 98% |
| Returns for 10 years | 58.23 | 47.43 | 123% |
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