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CBDYX vs CLBCX
CBDYX vs CLBCX Comparison
Open Charts CBDYX vs CLBCX
Columbia Balanced Inst3
Price$56.70
Change+$0.39 (+0.69%)
VolumeN/A
Net Assets10.14B
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
CBDYX vs CLBCX Comparison Chart in %
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CBDYX vs. CLBCX commentary
Sep 06, 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: 258B vs. CBDYX (10.1B). CBDYX pays higher dividends than CLBCX: CBDYX (1.89) vs CLBCX (1.11). 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 annual gain was more profitable for investors over the last year : 9.15 vs. CBDYX (7.06). CLBCX return over 5 years is better than : 36.30 vs. CBDYX (28.94).
| 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 | 10.189 | 10.785 | 94% |
| 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 | 258B | 4% |
| Annual Yield % from dividends | 1.89 | 1.11 | 171% |
| Returns for 1 year | 7.06 | 9.15 | 77% |
| Returns for 3 years | 37.19 | 37.75 | 98% |
| Returns for 5 years | 28.94 | 36.30 | 80% |
| Returns for 10 years | 75.70 | 74.80 | 101% |
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