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CBLCX vs CLBFX
CBLCX vs CLBFX Comparison
Open Charts CBLCX vs CLBFX
Columbia Balanced C
Price$52.28
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
CBLCX vs CLBFX Comparison Chart
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CBLCX 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 CBLCX is a Buy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. CBLCX (9.6B). CLBFX pays higher dividends than CBLCX: CLBFX (2.07) vs CBLCX (1.06). CBLCX was incepted earlier than CLBFX: CBLCX (22 years) vs CLBFX (23 years). CBLCX (1.68) is less costly to investors than CLBFX (0.67). CBLCX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (44.00). 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 : 7.27 vs. CBLCX (1.23). CLBFX return over 5 years is better than : 37.68 vs. CBLCX (20.87).
| CBLCX | CLBFX | CBLCX / CLBFX | |
| Total Expense Ratio | 1.68 | 0.67 | 251% |
| Annual Report Gross Expense Ratio | 1.68 | 0.67 | 251% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 2.084 | 4.778 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 243B | 4% |
| Annual Yield % from dividends | 1.06 | 2.07 | 51% |
| Returns for 1 year | 1.23 | 7.27 | 17% |
| Returns for 3 years | 17.54 | 24.09 | 73% |
| Returns for 5 years | 20.87 | 37.68 | 55% |
| Returns for 10 years | 46.53 | 75.37 | 62% |
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