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CBDYX vs CLBFX
CBDYX vs CLBFX Comparison
Open Charts CBDYX vs CLBFX
Columbia Balanced Inst3
Price$53.27
Change-$0.52 (-0.97%)
VolumeN/A
Net Assets9.85B
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
CBDYX vs CLBFX Comparison Chart
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CBDYX vs. CLBFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. CBDYX (9.85B). 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 : 9.36 vs. CBDYX (7.27). CLBFX return over 5 years is better than : 32.87 vs. CBDYX (25.57).
| 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 | 2.541 | 2.894 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.85B | 242B | 4% |
| Annual Yield % from dividends | 1.98 | 2.39 | 83% |
| Returns for 1 year | 7.27 | 9.36 | 78% |
| Returns for 3 years | 16.08 | 19.64 | 82% |
| Returns for 5 years | 25.57 | 32.87 | 78% |
| Returns for 10 years | 56.93 | 68.67 | 83% |
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