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CBDYX vs CLBFX
CBDYX vs CLBFX Comparison
Open Charts CBDYX vs CLBFX
Columbia Balanced Inst3
Price$51.93
Change-$1.11 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
CBDYX vs CLBFX Comparison Chart
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CBDYX vs. CLBFX commentary
Dec 19, 2024
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 StrongBuy and CLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B 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 : 12.67 vs. CBDYX (11.99). CLBFX return over 5 years is better than : 35.48 vs. CBDYX (29.75).
| 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 | 11.073 | 11.647 | 95% |
| 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 | 241B | 4% |
| Annual Yield % from dividends | 1.98 | 2.39 | 83% |
| Returns for 1 year | 11.99 | 12.67 | 95% |
| Returns for 3 years | 10.70 | 13.69 | 78% |
| Returns for 5 years | 29.75 | 35.48 | 84% |
| Returns for 10 years | 60.00 | 61.86 | 97% |
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