CLBCX
Price
$33.47
Change
-$0.88 (-2.56%)
Updated
Apr 3 closing price
Net Assets
235.03B
CLREX
Price
$49.07
Change
-$1.44 (-2.85%)
Updated
Apr 3 closing price
Net Assets
9.42B
Ad is loading...

CLBCX vs CLREX

Header iconCLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREXBanner chart's image
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Columbia Balanced Inst2
Price$49.07
Change-$1.44 (-2.85%)
VolumeN/A
Net Assets9.42B
CLBCX vs CLREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CLBCX vs. CLREX commentary
Apr 04, 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 Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 235B vs. CLREX (9.42B). 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 : 3.51 vs. CLREX (1.68). CLBCX (46.30) and CLREX (44.30) have equivalent 5 years return.
CLBCXCLREXCLBCX / CLREX
Total Expense Ratio1.370.65211%
Annual Report Gross Expense Ratio1.370.65211%
Fund Existence23 years14 years-
Gain YTD0.211-1.300-16%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets235B9.42B2,496%
Annual Yield % from dividends1.222.1158%
Returns for 1 year3.511.68209%
Returns for 3 years11.058.86125%
Returns for 5 years46.3044.30105%
Returns for 10 years52.6552.23101%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
XAGE0.130.01
+4.60%
Longevity Health Holdings Inc
BLMN7.820.13
+1.69%
Bloomin' Brands
WES41.610.58
+1.41%
Western Midstream Partners LP
MPTI47.050.64
+1.38%
M-tron Industries
XIFR9.30-0.03
-0.32%
XPLR Infrastructure LP