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CBDYX vs CLBFX
CBDYX vs CLBFX Comparison
Open Charts CBDYX vs CLBFX
Columbia Balanced Inst3
Price$49.71
Change-$1.46 (-2.85%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
CBDYX vs CLBFX Comparison Chart
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CBDYX vs. CLBFX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. CBDYX (9.42B). CLBFX (2.14) and CBDYX (2.13) have matching dividends . CBDYX was incepted earlier than CLBFX: CBDYX (12 years) vs CLBFX (23 years). CLBFX (0.68) is less costly to investors than CBDYX (0.60). CBDYX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (171.00). 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 : 4.45 vs. CBDYX (1.80). CLBFX return over 5 years is better than : 53.24 vs. CBDYX (44.99).
| CBDYX | CLBFX | CBDYX / CLBFX | |
| Total Expense Ratio | 0.60 | 0.68 | 88% |
| Annual Report Gross Expense Ratio | 0.60 | 0.68 | 88% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -1.290 | 0.466 | -277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 235B | 4% |
| Annual Yield % from dividends | 2.13 | 2.14 | 100% |
| Returns for 1 year | 1.80 | 4.45 | 41% |
| Returns for 3 years | 9.15 | 14.15 | 65% |
| Returns for 5 years | 44.99 | 53.24 | 85% |
| Returns for 10 years | 52.98 | 67.95 | 78% |
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