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CBDYX vs CLBCX
CBDYX vs CLBCX Comparison
Open Charts CBDYX vs CLBCX
Columbia Balanced Inst3
Price$56.27
Change-$0.16 (-0.28%)
VolumeN/A
Net Assets10.13B
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CBDYX vs CLBCX Comparison Chart in %
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CBDYX vs. CLBCX commentary
Aug 16, 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 CBDYX is a StrongBuy and CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. CBDYX (10.1B). CBDYX pays higher dividends than CLBCX: CBDYX (1.91) vs CLBCX (1.12). CBDYX was incepted earlier than CLBCX: CBDYX (13 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than CBDYX (0.60). CBDYX is a more actively managed with annual turnover of: 200.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than CBDYX: CLBCX (250) vs CBDYX (1000000). CLBCX (7.14) and CBDYX (6.81) have marching annual gain over last year. CLBCX return over 5 years is better than : 34.64 vs. CBDYX (29.72).
| CBDYX | CLBCX | CBDYX / CLBCX | |
| Total Expense Ratio | 0.60 | 1.35 | 44% |
| Annual Report Gross Expense Ratio | 0.60 | 1.35 | 44% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 9.664 | 9.208 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 256B | 4% |
| Annual Yield % from dividends | 1.91 | 1.12 | 170% |
| Returns for 1 year | 6.81 | 7.14 | 95% |
| Returns for 3 years | 27.50 | 27.58 | 100% |
| Returns for 5 years | 29.72 | 34.64 | 86% |
| Returns for 10 years | 68.60 | 65.77 | 104% |
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