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CBALX vs CLBCX
CBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCX
Columbia Balanced Inst
Price$47.87
Change-$1.16 (-2.37%)
VolumeN/A
Net Assets9.12B
American Funds American Balanced 529C
Price$32.74
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
CBALX vs CLBCX Comparison Chart
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CBALX vs. CLBCX commentary
Apr 11, 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: 229B vs. CBALX (9.12B). CBALX pays higher dividends than CLBCX: CBALX (2.08) vs CLBCX (1.22). CBALX was incepted earlier than CLBCX: CBALX (34 years) vs CLBCX (23 years). CLBCX (1.37) is less costly to investors than CBALX (0.68). CBALX is a more actively managed with annual turnover of: 200.00 vs. CLBCX (171.00). 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 : 1.58 vs. CBALX (-0.29). CLBCX return over 5 years is better than : 33.41 vs. CBALX (31.15).
| CBALX | CLBCX | CBALX / CLBCX | |
| Total Expense Ratio | 0.68 | 1.37 | 50% |
| Annual Report Gross Expense Ratio | 0.68 | 1.37 | 50% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | -3.858 | -2.415 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.12B | 229B | 4% |
| Annual Yield % from dividends | 2.08 | 1.22 | 170% |
| Returns for 1 year | -0.29 | 1.58 | -18% |
| Returns for 3 years | 8.96 | 10.06 | 89% |
| Returns for 5 years | 31.15 | 33.41 | 93% |
| Returns for 10 years | 45.86 | 47.63 | 96% |
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