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CBLRX vs CLBFX
CBLRX vs CLBFX Comparison
Open Charts CBLRX vs CLBFX
Columbia Balanced R
Price$48.34
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets8.93B
American Funds American Balanced 529F
Price$32.85
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
CBLRX vs CLBFX Comparison Chart
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CBLRX vs. CLBFX commentary
Apr 18, 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: 225B vs. CBLRX (8.93B). CLBFX pays higher dividends than CBLRX: CLBFX (2.14) 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 (0.68). CBLRX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (171.00). 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 : 2.73 vs. CBLRX (-1.02). CLBFX return over 5 years is better than : 34.54 vs. CBLRX (22.77).
| CBLRX | CLBFX | CBLRX / CLBFX | |
| Total Expense Ratio | 1.18 | 0.68 | 174% |
| Annual Report Gross Expense Ratio | 1.18 | 0.68 | 174% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -5.783 | -3.641 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 225B | 4% |
| Annual Yield % from dividends | 1.58 | 2.14 | 74% |
| Returns for 1 year | -1.02 | 2.73 | -37% |
| Returns for 3 years | 5.82 | 11.65 | 50% |
| Returns for 5 years | 22.77 | 34.54 | 66% |
| Returns for 10 years | 38.92 | 59.09 | 66% |
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