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CBLRX vs CLBCX
CBLRX vs CLBCX Comparison
Open Charts CBLRX vs CLBCX
Columbia Balanced R
Price$56.35
Change+$0.10 (+0.18%)
VolumeN/A
Net Assets10.11B
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
CBLRX vs CLBCX Comparison Chart in %
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CBLRX vs. CLBCX commentary
Nov 20, 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 CBLRX is a Hold and CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. CBLRX (10.1B). CBLRX pays higher dividends than CLBCX: CBLRX (1.42) vs CLBCX (1.04). CBLRX was incepted earlier than CLBCX: CBLRX (15 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than CBLRX (1.18). CBLRX is a more actively managed with annual turnover of: 200.00 vs. CLBCX (44.00). CBLRX has a lower initial minimum investment than CLBCX: CBLRX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 8.18 vs. CBLRX (4.61). CLBCX return over 5 years is better than : 35.38 vs. CBLRX (22.17).
| CBLRX | CLBCX | CBLRX / CLBCX | |
| Total Expense Ratio | 1.18 | 1.35 | 87% |
| Annual Report Gross Expense Ratio | 1.18 | 1.35 | 87% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 10.701 | 13.269 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 263B | 4% |
| Annual Yield % from dividends | 1.42 | 1.04 | 137% |
| Returns for 1 year | 4.61 | 8.18 | 56% |
| Returns for 3 years | 37.14 | 38.51 | 96% |
| Returns for 5 years | 22.17 | 35.38 | 63% |
| Returns for 10 years | 64.60 | 70.03 | 92% |
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