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CBALX vs CLBFX
CBALX vs CLBFX Comparison
Open Charts CBALX vs CLBFX
Columbia Balanced Inst
Price$51.34
Change-$0.65 (-1.25%)
VolumeN/A
Net Assets9.57B
American Funds American Balanced 529F
Price$34.76
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
CBALX vs CLBFX Comparison Chart
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CBALX vs. CLBFX commentary
May 22, 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: 240B vs. CBALX (9.57B). CLBFX (2.15) and CBALX (2.09) 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 : 4.45 vs. CBALX (2.90). CLBFX return over 5 years is better than : 40.89 vs. CBALX (31.66).
| 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 | 1.947 | 1.962 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.57B | 240B | 4% |
| Annual Yield % from dividends | 2.09 | 2.15 | 97% |
| Returns for 1 year | 2.90 | 4.45 | 65% |
| Returns for 3 years | 25.16 | 25.32 | 99% |
| Returns for 5 years | 31.66 | 40.89 | 77% |
| Returns for 10 years | 53.26 | 67.61 | 79% |
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