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CLBCX vs CLREX
CLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREX
American Funds American Balanced 529C
Price$36.40
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Columbia Balanced Inst2
Price$53.47
Change+$0.32 (+0.60%)
VolumeN/A
Net Assets9.76B
CLBCX vs CLREX Comparison Chart in %
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CLBCX vs. CLREX commentary
Jun 28, 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: 248B vs. CLREX (9.76B). CLREX pays higher dividends than CLBCX: CLREX (2.04) vs CLBCX (1.18). CLBCX was incepted earlier than CLREX: CLBCX (23 years) vs CLREX (14 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 : 6.56 vs. CLREX (3.25). CLBCX return over 5 years is better than : 39.16 vs. CLREX (33.42).
| CLBCX | CLREX | CLBCX / CLREX | |
| Total Expense Ratio | 1.35 | 0.65 | 208% |
| Annual Report Gross Expense Ratio | 1.35 | 0.65 | 208% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 6.316 | 4.627 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 9.76B | 2,542% |
| Annual Yield % from dividends | 1.18 | 2.04 | 58% |
| Returns for 1 year | 6.56 | 3.25 | 202% |
| Returns for 3 years | 30.69 | 29.68 | 103% |
| Returns for 5 years | 39.16 | 33.42 | 117% |
| Returns for 10 years | 63.30 | 62.16 | 102% |
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