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CBLRX vs CLBFX
CBLRX vs CLBFX Comparison
Open Charts CBLRX vs CLBFX
Columbia Balanced R
Price$57.08
Change+$0.23 (+0.40%)
VolumeN/A
Net Assets10.28B
American Funds American Balanced 529F
Price$38.97
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
CBLRX vs CLBFX Comparison Chart in %
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CBLRX vs. CLBFX 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 CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. CBLRX (10.3B). CLBFX pays higher dividends than CBLRX: CLBFX (1.89) vs CBLRX (1.45). 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 : 10.08 vs. CBLRX (6.67). CLBFX return over 5 years is better than : 45.54 vs. CBLRX (26.73).
| 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 | 11.882 | 15.062 | 79% |
| 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 | 1.89 | 77% |
| Returns for 1 year | 6.67 | 10.08 | 66% |
| Returns for 3 years | 45.55 | 53.26 | 86% |
| Returns for 5 years | 26.73 | 45.54 | 59% |
| Returns for 10 years | 70.89 | 93.79 | 76% |
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