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CFXRX vs CLBAX
CFXRX vs CLBAX Comparison
Open Charts CFXRX vs CLBAX
Columbia Flexible Capital Income Inst2
Price$14.45
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets1.25B
American Funds American Balanced 529A
Price$35.42
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
CFXRX vs CLBAX Comparison Chart
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CFXRX vs. CLBAX commentary
Jan 24, 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 CFXRX is a Hold and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 243B vs. CFXRX (1.25B). 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 annual gain was more profitable for investors over the last year : 15.36 vs. CLBAX (12.59). CLBAX return over 5 years is better than : 33.84 vs. CFXRX (31.84).
| 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 | 2.994 | 3.386 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 243B | 1% |
| Annual Yield % from dividends | 5.42 | 2.23 | 243% |
| Returns for 1 year | 15.36 | 12.59 | 122% |
| Returns for 3 years | 11.69 | 17.67 | 66% |
| Returns for 5 years | 31.84 | 33.84 | 94% |
| Returns for 10 years | 78.10 | 69.56 | 112% |