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CBALX vs CLBFX
CBALX vs CLBFX Comparison
Open Charts CBALX vs CLBFX
Columbia Balanced Inst
Price$55.49
Change-$0.16 (-0.29%)
VolumeN/A
Net Assets10.09B
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CBALX vs CLBFX Comparison Chart in %
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CBALX vs. CLBFX commentary
Aug 17, 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 StrongBuy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. CBALX (10.1B). CLBFX pays higher dividends than CBALX: CLBFX (1.97) vs CBALX (1.87). 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 : 8.11 vs. CBALX (6.35). CLBFX return over 5 years is better than : 40.98 vs. CBALX (28.54).
| 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 | 9.303 | 9.847 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 256B | 4% |
| Annual Yield % from dividends | 1.87 | 1.97 | 95% |
| Returns for 1 year | 6.35 | 8.11 | 78% |
| Returns for 3 years | 26.67 | 31.15 | 86% |
| Returns for 5 years | 28.54 | 40.98 | 70% |
| Returns for 10 years | 66.27 | 82.32 | 81% |
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