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CBALX vs CLBFX
CBALX vs CLBFX Comparison
Open Charts CBALX vs CLBFX
Columbia Balanced Inst
Price$51.85
Change+$0.28 (+0.54%)
VolumeN/A
Net Assets9.75B
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
CBALX vs CLBFX Comparison Chart
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CBALX vs. CLBFX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. CBALX (9.75B). 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). CLBFX annual gain was more profitable for investors over the last year : 12.43 vs. CBALX (10.33). CLBFX return over 5 years is better than : 32.62 vs. CBALX (23.93).
| 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 | 1.190 | 1.958 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 240B | 4% |
| Annual Yield % from dividends | 1.93 | 2.39 | 81% |
| Returns for 1 year | 10.33 | 12.43 | 83% |
| Returns for 3 years | 9.95 | 14.37 | 69% |
| Returns for 5 years | 23.93 | 32.62 | 73% |
| Returns for 10 years | 59.22 | 72.52 | 82% |