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CBALX vs CLBFX
CBALX vs CLBFX Comparison
Open Charts CBALX vs CLBFX
Columbia Balanced Inst
Price$47.87
Change-$1.16 (-2.37%)
VolumeN/A
Net Assets9.12B
American Funds American Balanced 529F
Price$32.64
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
CBALX vs CLBFX Comparison Chart
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CBALX vs. CLBFX commentary
Apr 11, 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: 229B vs. CBALX (9.12B). CLBFX (2.14) and CBALX (2.08) have matching dividends . CBALX was incepted earlier than CLBFX: CBALX (34 years) vs CLBFX (23 years). CBALX (0.68) and CLBFX (0.68) have similar cost to investors . CBALX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (171.00). 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 : 2.47 vs. CBALX (-0.29). CLBFX return over 5 years is better than : 39.71 vs. CBALX (31.15).
| CBALX | CLBFX | CBALX / CLBFX | |
| Total Expense Ratio | 0.68 | 0.68 | 100% |
| Annual Report Gross Expense Ratio | 0.68 | 0.68 | 100% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | -3.858 | -2.174 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.12B | 229B | 4% |
| Annual Yield % from dividends | 2.08 | 2.14 | 97% |
| Returns for 1 year | -0.29 | 2.47 | -12% |
| Returns for 3 years | 8.96 | 13.09 | 68% |
| Returns for 5 years | 31.15 | 39.71 | 78% |
| Returns for 10 years | 45.86 | 62.36 | 74% |
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