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CBLRX vs CLBFX
CBLRX vs CLBFX Comparison
Open Charts CBLRX vs CLBFX
Columbia Balanced R
Price$51.87
Change-$0.55 (-1.05%)
VolumeN/A
Net Assets9.79B
American Funds American Balanced 529F
Price$34.79
Change-$0.33 (-0.94%)
VolumeN/A
Net Assets241.5B
CBLRX vs CLBFX Comparison Chart
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CBLRX vs. CLBFX commentary
Mar 04, 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 Hold and CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. CBLRX (9.79B). 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 : 6.82 vs. CBLRX (3.96). CLBFX return over 5 years is better than : 34.98 vs. CBLRX (24.45).
| 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 | 0.914 | 1.695 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.79B | 242B | 4% |
| Annual Yield % from dividends | 1.47 | 2.39 | 62% |
| Returns for 1 year | 3.96 | 6.82 | 58% |
| Returns for 3 years | 12.14 | 17.32 | 70% |
| Returns for 5 years | 24.45 | 34.98 | 70% |
| Returns for 10 years | 50.33 | 69.31 | 73% |
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