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CFXRX vs CLBAX
CFXRX vs CLBAX Comparison
Open Charts CFXRX vs CLBAX
Columbia Flexible Capital Income Inst2
Price$13.35
Change+$0.09 (+0.68%)
VolumeN/A
Net Assets1.14B
American Funds American Balanced 529A
Price$32.89
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
CFXRX vs CLBAX Comparison Chart
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CFXRX vs. CLBAX 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 CFXRX is a Hold and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 225B vs. CFXRX (1.14B). CFXRX pays higher dividends than CLBAX: CFXRX (5.07) vs CLBAX (1.98). CFXRX was incepted earlier than CLBAX: CFXRX (12 years) vs CLBAX (23 years). CFXRX (0.86) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. CFXRX (36.00). 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 : 7.53 vs. CLBAX (2.71). CFXRX return over 5 years is better than : 47.04 vs. CLBAX (33.77).
| CFXRX | CLBAX | CFXRX / CLBAX | |
| Total Expense Ratio | 0.86 | 0.60 | 143% |
| Annual Report Gross Expense Ratio | 0.86 | 0.60 | 143% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -3.962 | -3.436 | 115% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 225B | 1% |
| Annual Yield % from dividends | 5.07 | 1.98 | 256% |
| Returns for 1 year | 7.53 | 2.71 | 278% |
| Returns for 3 years | 2.58 | 11.41 | 23% |
| Returns for 5 years | 47.04 | 33.77 | 139% |
| Returns for 10 years | 61.79 | 57.27 | 108% |
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