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CBALX vs CLBFX
CBALX vs CLBFX Comparison
Open Charts CBALX vs CLBFX
Columbia Balanced Inst
Price$51.22
Change-$1.10 (-2.10%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
CBALX vs CLBFX Comparison Chart
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CBALX vs. CLBFX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. CBALX (9.85B). 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 : 12.67 vs. CBALX (11.82). CLBFX return over 5 years is better than : 35.48 vs. CBALX (28.98).
| 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 | 10.918 | 11.647 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.85B | 241B | 4% |
| Annual Yield % from dividends | 1.93 | 2.39 | 81% |
| Returns for 1 year | 11.82 | 12.67 | 93% |
| Returns for 3 years | 10.30 | 13.69 | 75% |
| Returns for 5 years | 28.98 | 35.48 | 82% |
| Returns for 10 years | 58.23 | 61.86 | 94% |
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