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CBDYX vs CLBFX
CBDYX vs CLBFX Comparison
Open Charts CBDYX vs CLBFX
Columbia Balanced Inst3
Price$57.45
Change+$0.16 (+0.28%)
VolumeN/A
Net Assets10.25B
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
CBDYX vs CLBFX Comparison Chart in %
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CBDYX vs. CLBFX commentary
Oct 19, 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 CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. CBDYX (10.2B). CLBFX (1.89) and CBDYX (1.83) 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 : 8.84 vs. CBDYX (6.26). CLBFX return over 5 years is better than : 45.11 vs. CBDYX (29.89).
| 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 | 12.197 | 14.767 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 266B | 4% |
| Annual Yield % from dividends | 1.83 | 1.89 | 97% |
| Returns for 1 year | 6.26 | 8.84 | 71% |
| Returns for 3 years | 46.57 | 52.03 | 90% |
| Returns for 5 years | 29.89 | 45.11 | 66% |
| Returns for 10 years | 76.60 | 91.64 | 84% |
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