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CBLRX vs CLBFX
CBLRX vs CLBFX Comparison
Open Charts CBLRX vs CLBFX
Columbia Balanced R
Price$51.39
Change-$1.10 (-2.10%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
CBLRX vs CLBFX Comparison Chart
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CBLRX vs. CLBFX commentary
Dec 19, 2024
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 StrongBuy.
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 : 12.67 vs. CBLRX (11.29). CLBFX return over 5 years is better than : 35.48 vs. CBLRX (26.46).
| 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 | 10.387 | 11.647 | 89% |
| 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 | 11.29 | 12.67 | 89% |
| Returns for 3 years | 8.67 | 13.69 | 63% |
| Returns for 5 years | 26.46 | 35.48 | 75% |
| Returns for 10 years | 53.88 | 61.86 | 87% |
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