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CLBCX vs CLREX
CLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Columbia Balanced Inst2
Price$52.58
Change-$0.52 (-0.98%)
VolumeN/A
Net Assets9.85B
CLBCX vs CLREX Comparison Chart
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CLBCX vs. CLREX commentary
Feb 23, 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 Hold and CLREX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. CLREX (9.85B). CLREX pays higher dividends than CLBCX: CLREX (1.96) vs CLBCX (1.52). CLBCX was incepted earlier than CLREX: CLBCX (23 years) vs CLREX (14 years). CLBCX (171.00) and CLREX (171.00) have comparable annual turnover. 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 : 8.39 vs. CLREX (7.14). CLBCX return over 5 years is better than : 26.92 vs. CLREX (25.00).
| CLBCX | CLREX | CLBCX / CLREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 2.768 | 2.535 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 9.85B | 2,457% |
| Annual Yield % from dividends | 1.52 | 1.96 | 78% |
| Returns for 1 year | 8.39 | 7.14 | 117% |
| Returns for 3 years | 16.44 | 15.76 | 104% |
| Returns for 5 years | 26.92 | 25.00 | 108% |
| Returns for 10 years | 53.37 | 56.19 | 95% |
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