Ad is loading...
CFXRX vs CLBAX
CFXRX vs CLBAX Comparison
Open Charts CFXRX vs CLBAX
Columbia Flexible Capital Income Inst2
Price$14.56
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets1.26B
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
CFXRX vs CLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFXRX vs. CLBAX commentary
Feb 23, 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 StrongBuy and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B 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 annual gain was more profitable for investors over the last year : 15.54 vs. CLBAX (9.22). CFXRX (32.08) and CLBAX (31.74) have equivalent 5 years return.
| 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 | 3.778 | 2.890 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 242B | 1% |
| Annual Yield % from dividends | 5.42 | 2.23 | 243% |
| Returns for 1 year | 15.54 | 9.22 | 168% |
| Returns for 3 years | 12.98 | 19.12 | 68% |
| Returns for 5 years | 32.08 | 31.74 | 101% |
| Returns for 10 years | 75.02 | 65.36 | 115% |