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CBALX vs CLBFX
CBALX vs CLBFX Comparison
Open Charts CBALX vs CLBFX
Columbia Balanced Inst
Price$54.62
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529F
Price$36.42
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CBALX vs CLBFX Comparison Chart
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CBALX vs. CLBFX commentary
Oct 18, 2024
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 StrongBuy and CLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. CBALX (9.79B). CLBFX pays higher dividends than CBALX: CLBFX (2.39) vs CBALX (1.93). CBALX was incepted earlier than CLBFX: CBALX (33 years) vs CLBFX (22 years). CBALX (171.00) and CLBFX (171.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than CBALX: CLBFX (250) vs CBALX (2000). CBALX (26.27) and CLBFX (25.47) have marching annual gain over last year. CLBFX return over 5 years is better than : 44.66 vs. CBALX (36.91).
| CBALX | CLBFX | CBALX / CLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 22 years | - |
| Gain YTD | 15.144 | 15.464 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.79B | 238B | 4% |
| Annual Yield % from dividends | 1.93 | 2.39 | 81% |
| Returns for 1 year | 26.27 | 25.47 | 103% |
| Returns for 3 years | 6.38 | 16.54 | 39% |
| Returns for 5 years | 36.91 | 44.66 | 83% |
| Returns for 10 years | 68.43 | 77.69 | 88% |
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