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CFXRX vs CLBAX
CFXRX vs CLBAX Comparison
Open Charts CFXRX vs CLBAX
Columbia Flexible Capital Income Inst2
Price$15.06
Change-$0.05 (-0.33%)
VolumeN/A
Net Assets1.26B
American Funds American Balanced 529A
Price$38.52
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
CFXRX vs CLBAX Comparison Chart in %
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CFXRX vs. CLBAX commentary
Sep 15, 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 Buy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 262B vs. CFXRX (1.26B). CFXRX pays higher dividends than CLBAX: CFXRX (4.75) vs CLBAX (1.80). CFXRX was incepted earlier than CLBAX: CFXRX (13 years) vs CLBAX (24 years). CFXRX (0.86) is less costly to investors than CLBAX (0.58). CFXRX is a more actively managed with annual turnover of: 50.00 vs. CLBAX (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 : 12.31 vs. CLBAX (10.31). CFXRX (47.12) and CLBAX (45.03) have equivalent 5 years return.
| CFXRX | CLBAX | CFXRX / CLBAX | |
| Total Expense Ratio | 0.86 | 0.58 | 148% |
| Annual Report Gross Expense Ratio | 0.86 | 0.58 | 148% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 10.004 | 13.124 | 76% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 262B | 0% |
| Annual Yield % from dividends | 4.75 | 1.80 | 265% |
| Returns for 1 year | 12.31 | 10.31 | 119% |
| Returns for 3 years | 27.85 | 42.98 | 65% |
| Returns for 5 years | 47.12 | 45.03 | 105% |
| Returns for 10 years | 98.97 | 91.21 | 108% |
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