Interact to see
Advertisement
Advertisement
CBLRX vs CLBCX
CBLRX vs CLBCX Comparison
Open Charts CBLRX vs CLBCX
Columbia Balanced R
Price$57.08
Change+$0.23 (+0.40%)
VolumeN/A
Net Assets10.28B
American Funds American Balanced 529C
Price$39.08
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
CBLRX vs CLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBLRX vs. CLBCX commentary
Oct 09, 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 Buy and CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. CBLRX (10.3B). CBLRX pays higher dividends than CLBCX: CBLRX (1.45) vs CLBCX (1.06). 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 : 9.10 vs. CBLRX (6.67). CLBCX return over 5 years is better than : 39.00 vs. CBLRX (26.73).
| 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 | 11.882 | 14.233 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 266B | 4% |
| Annual Yield % from dividends | 1.45 | 1.06 | 137% |
| Returns for 1 year | 6.67 | 9.10 | 73% |
| Returns for 3 years | 45.55 | 49.10 | 93% |
| Returns for 5 years | 26.73 | 39.00 | 69% |
| Returns for 10 years | 70.89 | 76.20 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement