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CBLRX vs CLBFX
CBLRX vs CLBFX Comparison
Open Charts CBLRX vs CLBFX
Columbia Balanced R
Price$52.81
Change+$0.23 (+0.44%)
VolumeN/A
Net Assets9.85B
American Funds American Balanced 529F
Price$35.28
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
CBLRX vs CLBFX Comparison Chart
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CBLRX vs. CLBFX commentary
Jan 31, 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 CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. CBLRX (9.85B). CLBFX pays higher dividends than CBLRX: CLBFX (2.39) vs CBLRX (1.47). CBLRX was incepted earlier than CLBFX: CBLRX (14 years) vs CLBFX (22 years). CBLRX (171.00) and CLBFX (171.00) have comparable annual turnover. CBLRX has a lower initial minimum investment than CLBFX: CBLRX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 12.27 vs. CBLRX (9.79). CLBFX return over 5 years is better than : 36.74 vs. CBLRX (25.61).
| CBLRX | CLBFX | CBLRX / CLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 2.743 | 3.128 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.85B | 241B | 4% |
| Annual Yield % from dividends | 1.47 | 2.39 | 62% |
| Returns for 1 year | 9.79 | 12.27 | 80% |
| Returns for 3 years | 10.39 | 16.76 | 62% |
| Returns for 5 years | 25.61 | 36.74 | 70% |
| Returns for 10 years | 56.50 | 74.28 | 76% |