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CBDYX vs CLBFX
CBDYX vs CLBFX Comparison
Open Charts CBDYX vs CLBFX
Columbia Balanced Inst3
Price$56.97
Change-$0.33 (-0.58%)
VolumeN/A
Net Assets10.17B
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
CBDYX vs CLBFX Comparison Chart in %
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CBDYX vs. CLBFX commentary
Nov 20, 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 Hold and CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. CBDYX (10.2B). CLBFX (1.86) and CBDYX (1.80) 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 : 8.95 vs. CBDYX (5.66). CLBFX return over 5 years is better than : 40.97 vs. CBDYX (25.25).
| 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 | 11.259 | 13.881 | 81% |
| 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 | 264B | 4% |
| Annual Yield % from dividends | 1.80 | 1.86 | 97% |
| Returns for 1 year | 5.66 | 8.95 | 63% |
| Returns for 3 years | 39.68 | 42.00 | 94% |
| Returns for 5 years | 25.25 | 40.97 | 62% |
| Returns for 10 years | 71.83 | 86.36 | 83% |
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