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CBDYX vs CLBFX
CBDYX vs CLBFX Comparison
Open Charts CBDYX vs CLBFX
Columbia Balanced Inst3
Price$52.33
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets9.51B
American Funds American Balanced 529F
Price$34.80
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets238.54B
CBDYX vs CLBFX Comparison Chart
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CBDYX vs. CLBFX commentary
May 15, 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 Buy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 239B vs. CBDYX (9.51B). CLBFX (2.15) and CBDYX (2.14) have matching dividends . CBDYX was incepted earlier than CLBFX: CBDYX (13 years) vs CLBFX (23 years). CLBFX (0.67) is less costly to investors than CBDYX (0.60). CBDYX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than CBDYX: CLBFX (250) vs CBDYX (1000000). CLBFX annual gain was more profitable for investors over the last year : 6.28 vs. CBDYX (3.11). CLBFX return over 5 years is better than : 44.20 vs. CBDYX (34.09).
| CBDYX | CLBFX | CBDYX / CLBFX | |
| Total Expense Ratio | 0.60 | 0.67 | 90% |
| Annual Report Gross Expense Ratio | 0.60 | 0.67 | 90% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 0.683 | 2.314 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.51B | 239B | 4% |
| Annual Yield % from dividends | 2.14 | 2.15 | 100% |
| Returns for 1 year | 3.11 | 6.28 | 50% |
| Returns for 3 years | 22.32 | 24.53 | 91% |
| Returns for 5 years | 34.09 | 44.20 | 77% |
| Returns for 10 years | 53.23 | 67.92 | 78% |