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CBALX vs CLBCX
CBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCX
Columbia Balanced Inst
Price$55.07
Change+$0.16 (+0.29%)
VolumeN/A
Net Assets10.06B
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CBALX vs CLBCX Comparison Chart in %
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CBALX vs. CLBCX commentary
Jul 27, 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 Buy and CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. CBALX (10.1B). CBALX pays higher dividends than CLBCX: CBALX (1.90) vs CLBCX (1.13). CBALX was incepted earlier than CLBCX: CBALX (34 years) vs CLBCX (23 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 : 9.42 vs. CBALX (7.98). CLBCX return over 5 years is better than : 36.20 vs. CBALX (31.27).
| 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 | 23 years | - |
| Gain YTD | 8.476 | 8.536 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 254B | 4% |
| Annual Yield % from dividends | 1.90 | 1.13 | 168% |
| Returns for 1 year | 7.98 | 9.42 | 85% |
| Returns for 3 years | 33.60 | 32.73 | 103% |
| Returns for 5 years | 31.27 | 36.20 | 86% |
| Returns for 10 years | 65.46 | 64.69 | 101% |
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