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CBALX vs CLBFX
CBALX vs CLBFX Comparison
Open Charts CBALX vs CLBFX
Columbia Balanced Inst
Price$55.96
Change-$0.17 (-0.30%)
VolumeN/A
Net Assets10.19B
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
CBALX vs CLBFX Comparison Chart in %
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CBALX vs. CLBFX commentary
Sep 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 Hold and CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. CBALX (10.2B). CLBFX pays higher dividends than CBALX: CLBFX (1.94) vs CBALX (1.85). 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 : 7.92 vs. CBALX (5.74). CLBFX return over 5 years is better than : 46.68 vs. CBALX (32.59).
| 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 | 11.094 | 12.614 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 263B | 4% |
| Annual Yield % from dividends | 1.85 | 1.94 | 95% |
| Returns for 1 year | 5.74 | 7.92 | 72% |
| Returns for 3 years | 45.90 | 51.39 | 89% |
| Returns for 5 years | 32.59 | 46.68 | 70% |
| Returns for 10 years | 81.70 | 98.98 | 83% |
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