Interact to see
Advertisement
Advertisement
CBLRX vs CLBCX
CBLRX vs CLBCX Comparison
Open Charts CBLRX vs CLBCX
Columbia Balanced R
Price$55.21
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets10.04B
American Funds American Balanced 529C
Price$37.10
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.84B
CBLRX vs CLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBLRX vs. CLBCX commentary
Aug 12, 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 StrongBuy and CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. CBLRX (10B). CBLRX pays higher dividends than CLBCX: CBLRX (1.41) vs CLBCX (1.12). CBLRX was incepted earlier than CLBCX: CBLRX (15 years) vs CLBCX (23 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 : 8.77 vs. CBLRX (7.45). CLBCX return over 5 years is better than : 33.14 vs. CBLRX (24.52).
| 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 | 23 years | - |
| Gain YTD | 8.223 | 8.361 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 254B | 4% |
| Annual Yield % from dividends | 1.41 | 1.12 | 125% |
| Returns for 1 year | 7.45 | 8.77 | 85% |
| Returns for 3 years | 24.60 | 26.88 | 92% |
| Returns for 5 years | 24.52 | 33.14 | 74% |
| Returns for 10 years | 60.57 | 64.69 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement