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CBLCX vs CLBFX
CBLCX vs CLBFX Comparison
Open Charts CBLCX vs CLBFX
Columbia Balanced C
Price$48.07
Change+$0.09 (+0.19%)
VolumeN/A
Net Assets8.93B
American Funds American Balanced 529F
Price$32.85
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
CBLCX vs CLBFX Comparison Chart
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CBLCX vs. CLBFX commentary
Apr 18, 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 CBLCX is a Buy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 225B vs. CBLCX (8.93B). CLBFX pays higher dividends than CBLCX: CLBFX (2.14) vs CBLCX (1.09). CBLCX was incepted earlier than CLBFX: CBLCX (22 years) vs CLBFX (23 years). CBLCX (1.68) is less costly to investors than CLBFX (0.68). CBLCX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (171.00). CLBFX has a lower initial minimum investment than CBLCX: CLBFX (250) vs CBLCX (2000). CLBFX annual gain was more profitable for investors over the last year : 2.73 vs. CBLCX (-1.56). CLBFX return over 5 years is better than : 34.54 vs. CBLCX (20.03).
| CBLCX | CLBFX | CBLCX / CLBFX | |
| Total Expense Ratio | 1.68 | 0.68 | 247% |
| Annual Report Gross Expense Ratio | 1.68 | 0.68 | 247% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -5.935 | -3.641 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 225B | 4% |
| Annual Yield % from dividends | 1.09 | 2.14 | 51% |
| Returns for 1 year | -1.56 | 2.73 | -57% |
| Returns for 3 years | 4.19 | 11.65 | 36% |
| Returns for 5 years | 20.03 | 34.54 | 58% |
| Returns for 10 years | 34.22 | 59.09 | 58% |
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