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CBALX vs CLBCX
CBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCX
Columbia Balanced Inst
Price$51.34
Change-$0.65 (-1.25%)
VolumeN/A
Net Assets9.57B
American Funds American Balanced 529C
Price$34.82
Change-$0.40 (-1.14%)
VolumeN/A
Net Assets240.4B
CBALX vs CLBCX Comparison Chart
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CBALX vs. CLBCX commentary
May 22, 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: 240B vs. CBALX (9.57B). CBALX pays higher dividends than CLBCX: CBALX (2.09) vs CLBCX (1.23). 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 : 3.51 vs. CBALX (2.90). CLBCX return over 5 years is better than : 34.52 vs. CBALX (31.66).
| 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 | 1.947 | 1.582 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.57B | 240B | 4% |
| Annual Yield % from dividends | 2.09 | 1.23 | 170% |
| Returns for 1 year | 2.90 | 3.51 | 83% |
| Returns for 3 years | 25.16 | 21.91 | 115% |
| Returns for 5 years | 31.66 | 34.52 | 92% |
| Returns for 10 years | 53.26 | 52.40 | 102% |
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