Ad is loading...
CBDYX vs CLBFX
CBDYX vs CLBFX Comparison
Open Charts CBDYX vs CLBFX
Columbia Balanced Inst3
Price$49.37
Change+$0.55 (+1.13%)
VolumeN/A
Net Assets8.92B
American Funds American Balanced 529F
Price$33.15
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
CBDYX vs CLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CBDYX vs. CLBFX commentary
Apr 24, 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: 225B vs. CBDYX (8.92B). 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 : 1.79 vs. CBDYX (-1.04). CLBFX return over 5 years is better than : 35.44 vs. CBDYX (26.68).
| 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 | -5.565 | -3.758 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.92B | 225B | 4% |
| Annual Yield % from dividends | 2.13 | 2.14 | 100% |
| Returns for 1 year | -1.04 | 1.79 | -58% |
| Returns for 3 years | 10.14 | 13.72 | 74% |
| Returns for 5 years | 26.68 | 35.44 | 75% |
| Returns for 10 years | 43.80 | 57.89 | 76% |
View a ticker or compare two or three
VS
VS
Ad is loading...