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CBALX vs CLBFX
CBALX vs CLBFX Comparison
Open Charts CBALX vs CLBFX
Columbia Balanced Inst
Price$52.33
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets9.62B
American Funds American Balanced 529F
Price$35.54
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets244.53B
CBALX vs CLBFX Comparison Chart in %
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CBALX vs. CLBFX commentary
Jun 20, 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 CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 245B vs. CBALX (9.62B). CLBFX (2.07) and CBALX (2.02) have matching dividends . CBALX was incepted earlier than CLBFX: CBALX (34 years) vs CLBFX (23 years). CBALX (0.68) and CLBFX (0.67) have similar cost to investors . CBALX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than CBALX: CLBFX (250) vs CBALX (2000). CLBFX annual gain was more profitable for investors over the last year : 4.59 vs. CBALX (1.44). CLBFX return over 5 years is better than : 40.59 vs. CBALX (29.30).
| CBALX | CLBFX | CBALX / CLBFX | |
| Total Expense Ratio | 0.68 | 0.67 | 101% |
| Annual Report Gross Expense Ratio | 0.68 | 0.67 | 101% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 3.079 | 4.608 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.62B | 245B | 4% |
| Annual Yield % from dividends | 2.02 | 2.07 | 97% |
| Returns for 1 year | 1.44 | 4.59 | 31% |
| Returns for 3 years | 32.28 | 35.95 | 90% |
| Returns for 5 years | 29.30 | 40.59 | 72% |
| Returns for 10 years | 56.34 | 72.86 | 77% |
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