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CBLRX vs CLBFX
CBLRX vs CLBFX Comparison
Open Charts CBLRX vs CLBFX
Columbia Balanced R
Price$50.47
Change+$0.08 (+0.16%)
VolumeN/A
Net Assets9.27B
American Funds American Balanced 529F
Price$34.26
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
CBLRX vs CLBFX Comparison Chart
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CBLRX vs. CLBFX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 234B vs. CBLRX (9.27B). CLBFX pays higher dividends than CBLRX: CLBFX (2.15) vs CBLRX (1.58). 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 : 4.89 vs. CBLRX (0.74). CLBFX return over 5 years is better than : 39.69 vs. CBLRX (26.14).
| 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 | -1.625 | 0.495 | -328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.27B | 234B | 4% |
| Annual Yield % from dividends | 1.58 | 2.15 | 74% |
| Returns for 1 year | 0.74 | 4.89 | 15% |
| Returns for 3 years | 18.67 | 23.73 | 79% |
| Returns for 5 years | 26.14 | 39.69 | 66% |
| Returns for 10 years | 45.33 | 65.92 | 69% |
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