CBALX
Price
$55.07
Change
+$0.16 (+0.29%)
Updated
Jul 25 closing price
Net Assets
10.06B
CLBCX
Price
$37.16
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
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CBALX vs CLBCX

Header iconCBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCXBanner chart's image
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.

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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).
CBALXCLBCXCBALX / CLBCX
Total Expense Ratio0.681.3550%
Annual Report Gross Expense Ratio0.681.3550%
Fund Existence34 years23 years-
Gain YTD8.4768.53699%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets10.1B254B4%
Annual Yield % from dividends1.901.13168%
Returns for 1 year7.989.4285%
Returns for 3 years33.6032.73103%
Returns for 5 years31.2736.2086%
Returns for 10 years65.4664.69101%
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