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CBLRX vs CLBFX
CBLRX vs CLBFX Comparison
Open Charts CBLRX vs CLBFX
Columbia Balanced R
Price$52.61
Change+$0.20 (+0.38%)
VolumeN/A
Net Assets9.6B
American Funds American Balanced 529F
Price$35.72
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
CBLRX vs CLBFX Comparison Chart
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CBLRX 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 CBLRX is a Buy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. CBLRX (9.6B). CLBFX pays higher dividends than CBLRX: CLBFX (2.07) vs CBLRX (1.53). CBLRX was incepted earlier than CLBFX: CBLRX (15 years) vs CLBFX (23 years). CBLRX (1.18) is less costly to investors than CLBFX (0.67). CBLRX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (44.00). 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 : 7.27 vs. CBLRX (1.78). CLBFX return over 5 years is better than : 37.68 vs. CBLRX (23.66).
| CBLRX | CLBFX | CBLRX / CLBFX | |
| Total Expense Ratio | 1.18 | 0.67 | 176% |
| Annual Report Gross Expense Ratio | 1.18 | 0.67 | 176% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 2.319 | 4.778 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 243B | 4% |
| Annual Yield % from dividends | 1.53 | 2.07 | 74% |
| Returns for 1 year | 1.78 | 7.27 | 24% |
| Returns for 3 years | 19.39 | 24.09 | 80% |
| Returns for 5 years | 23.66 | 37.68 | 63% |
| Returns for 10 years | 51.72 | 75.37 | 69% |
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