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CBDYX vs CLBFX
CBDYX vs CLBFX Comparison
Open Charts CBDYX vs CLBFX
Columbia Balanced Inst3
Price$52.58
Change+$0.29 (+0.55%)
VolumeN/A
Net Assets9.75B
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
CBDYX vs CLBFX Comparison Chart
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CBDYX vs. CLBFX commentary
Jan 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 Hold and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. CBDYX (9.75B). CLBFX pays higher dividends than CBDYX: CLBFX (2.39) vs CBDYX (1.98). CBDYX was incepted earlier than CLBFX: CBDYX (12 years) vs CLBFX (22 years). CBDYX (171.00) and CLBFX (171.00) have comparable annual turnover. 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 : 12.43 vs. CBDYX (10.52). CLBFX return over 5 years is better than : 32.62 vs. CBDYX (24.69).
| CBDYX | CLBFX | CBDYX / CLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 1.213 | 1.958 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 240B | 4% |
| Annual Yield % from dividends | 1.98 | 2.39 | 83% |
| Returns for 1 year | 10.52 | 12.43 | 85% |
| Returns for 3 years | 10.37 | 14.37 | 72% |
| Returns for 5 years | 24.69 | 32.62 | 76% |
| Returns for 10 years | 60.99 | 72.52 | 84% |
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