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CLBCX vs CLREX
CLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREX
American Funds American Balanced 529C
Price$33.24
Change+$0.35 (+1.06%)
VolumeN/A
Net Assets224.6B
Columbia Balanced Inst2
Price$48.73
Change+$0.55 (+1.14%)
VolumeN/A
Net Assets8.92B
CLBCX vs CLREX Comparison Chart
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CLBCX vs. CLREX commentary
Apr 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 CLBCX is a Buy and CLREX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 225B vs. CLREX (8.92B). CLREX pays higher dividends than CLBCX: CLREX (2.11) vs CLBCX (1.22). CLBCX was incepted earlier than CLREX: CLBCX (23 years) vs CLREX (14 years). CLBCX (1.37) is less costly to investors than CLREX (0.65). CLREX is a more actively managed with annual turnover of: 200.00 vs. CLBCX (171.00). CLREX has a lower initial minimum investment than CLBCX: CLREX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 0.88 vs. CLREX (-1.18). CLBCX return over 5 years is better than : 29.36 vs. CLREX (26.06).
| CLBCX | CLREX | CLBCX / CLREX | |
| Total Expense Ratio | 1.37 | 0.65 | 211% |
| Annual Report Gross Expense Ratio | 1.37 | 0.65 | 211% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -4.049 | -5.591 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 8.92B | 2,522% |
| Annual Yield % from dividends | 1.22 | 2.11 | 58% |
| Returns for 1 year | 0.88 | -1.18 | -74% |
| Returns for 3 years | 10.63 | 9.82 | 108% |
| Returns for 5 years | 29.36 | 26.06 | 113% |
| Returns for 10 years | 43.49 | 43.08 | 101% |
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