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CBALX vs CLBCX
CBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCX
Columbia Balanced Inst
Price$52.41
Change-$0.48 (-0.91%)
VolumeN/A
Net Assets9.61B
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
CBALX vs CLBCX Comparison Chart
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CBALX vs. CLBCX commentary
Jun 15, 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: 244B vs. CBALX (9.61B). CBALX pays higher dividends than CLBCX: CBALX (2.02) vs CLBCX (1.18). 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 : 4.49 vs. CBALX (1.64). CLBCX return over 5 years is better than : 34.93 vs. CBALX (30.08).
| 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 | 2.770 | 4.067 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 244B | 4% |
| Annual Yield % from dividends | 2.02 | 1.18 | 170% |
| Returns for 1 year | 1.64 | 4.49 | 37% |
| Returns for 3 years | 31.43 | 30.63 | 103% |
| Returns for 5 years | 30.08 | 34.93 | 86% |
| Returns for 10 years | 55.70 | 57.89 | 96% |
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