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CFXRX vs CLBAX
CFXRX vs CLBAX Comparison
Open Charts CFXRX vs CLBAX
Columbia Flexible Capital Income Inst2
Price$14.57
Change+$0.10 (+0.69%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529A
Price$36.45
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
CFXRX vs CLBAX Comparison Chart
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CFXRX vs. CLBAX commentary
Nov 23, 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 CFXRX is a StrongBuy and CLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 238B vs. CFXRX (1.26B). CFXRX pays higher dividends than CLBAX: CFXRX (5.42) vs CLBAX (2.23). CFXRX was incepted earlier than CLBAX: CFXRX (12 years) vs CLBAX (23 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. CFXRX (44.00). CFXRX has a lower initial minimum investment than CLBAX: CFXRX (0) vs CLBAX (250). CFXRX (21.49) and CLBAX (20.76) have marching annual gain over last year. CLBAX return over 5 years is better than : 38.86 vs. CFXRX (36.19).
| CFXRX | CLBAX | CFXRX / CLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 13.489 | 14.919 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 238B | 1% |
| Annual Yield % from dividends | 5.42 | 2.23 | 243% |
| Returns for 1 year | 21.49 | 20.76 | 103% |
| Returns for 3 years | 5.20 | 13.53 | 38% |
| Returns for 5 years | 36.19 | 38.86 | 93% |
| Returns for 10 years | 72.64 | 63.49 | 114% |