CBDYX
Price
$56.70
Change
+$0.39 (+0.69%)
Updated
Sep 4 closing price
Net Assets
10.14B
CLBFX
Price
$37.88
Change
+$0.20 (+0.53%)
Updated
Sep 5 closing price
Net Assets
257.73B
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CBDYX vs CLBFX

Header iconCBDYX vs CLBFX Comparison
Open Charts CBDYX vs CLBFXBanner chart's image
Columbia Balanced Inst3
Price$56.70
Change+$0.39 (+0.69%)
VolumeN/A
Net Assets10.14B
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
CBDYX vs CLBFX Comparison Chart in %
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CBDYX vs. CLBFX commentary
Sep 06, 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 StrongBuy and CLBFX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 258B vs. CBDYX (10.1B). CLBFX (1.94) and CBDYX (1.89) have matching dividends . CBDYX was incepted earlier than CLBFX: CBDYX (13 years) vs CLBFX (23 years). CLBFX (0.67) is less costly to investors than CBDYX (0.60). CBDYX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (44.00). 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 : 10.11 vs. CBDYX (7.06). CLBFX return over 5 years is better than : 42.70 vs. CBDYX (28.94).
CBDYXCLBFXCBDYX / CLBFX
Total Expense Ratio0.600.6790%
Annual Report Gross Expense Ratio0.600.6790%
Fund Existence13 years23 years-
Gain YTD10.18911.49589%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.1B258B4%
Annual Yield % from dividends1.891.9497%
Returns for 1 year7.0610.1170%
Returns for 3 years37.1941.6589%
Returns for 5 years28.9442.7068%
Returns for 10 years75.7092.1882%
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