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CBDYX vs CLBFX
CBDYX vs CLBFX Comparison
Open Charts CBDYX vs CLBFX
Columbia Balanced Inst3
Price$53.23
Change+$0.21 (+0.40%)
VolumeN/A
Net Assets9.6B
American Funds American Balanced 529F
Price$35.72
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
CBDYX vs CLBFX Comparison Chart
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CBDYX vs. CLBFX commentary
Jun 07, 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: 243B vs. CBDYX (9.6B). CLBFX (2.07) and CBDYX (2.06) 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 : 7.27 vs. CBDYX (2.41). CLBFX return over 5 years is better than : 37.68 vs. CBDYX (27.07).
| CBDYX | CLBFX | CBDYX / CLBFX | |
| Total Expense Ratio | 0.60 | 0.67 | 90% |
| Annual Report Gross Expense Ratio | 0.60 | 0.67 | 90% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 2.559 | 4.778 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 243B | 4% |
| Annual Yield % from dividends | 2.06 | 2.07 | 100% |
| Returns for 1 year | 2.41 | 7.27 | 33% |
| Returns for 3 years | 21.58 | 24.09 | 90% |
| Returns for 5 years | 27.07 | 37.68 | 72% |
| Returns for 10 years | 57.93 | 75.37 | 77% |
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