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CLBCX vs CLREX
CLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREX
American Funds American Balanced 529C
Price$37.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets256.16B
Columbia Balanced Inst2
Price$55.57
Change+$0.22 (+0.40%)
VolumeN/A
Net Assets10.08B
CLBCX vs CLREX Comparison Chart in %
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CLBCX vs. CLREX commentary
Sep 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. CLREX (10.1B). CLREX pays higher dividends than CLBCX: CLREX (1.87) vs CLBCX (1.11). CLBCX was incepted earlier than CLREX: CLBCX (24 years) vs CLREX (15 years). CLBCX (1.35) is less costly to investors than CLREX (0.65). CLREX is a more actively managed with annual turnover of: 200.00 vs. CLBCX (44.00). 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 : 7.64 vs. CLREX (5.72). CLBCX return over 5 years is better than : 34.72 vs. CLREX (26.95).
| CLBCX | CLREX | CLBCX / CLREX | |
| Total Expense Ratio | 1.35 | 0.65 | 208% |
| Annual Report Gross Expense Ratio | 1.35 | 0.65 | 208% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 9.500 | 8.958 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 10.1B | 2,535% |
| Annual Yield % from dividends | 1.11 | 1.87 | 59% |
| Returns for 1 year | 7.64 | 5.72 | 134% |
| Returns for 3 years | 35.26 | 34.56 | 102% |
| Returns for 5 years | 34.72 | 26.95 | 129% |
| Returns for 10 years | 75.27 | 75.34 | 100% |
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