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CLBCX vs CLREX
CLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREX
American Funds American Balanced 529C
Price$38.64
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Columbia Balanced Inst2
Price$56.22
Change-$0.32 (-0.57%)
VolumeN/A
Net Assets10.17B
CLBCX vs CLREX Comparison Chart in %
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CLBCX vs. CLREX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 264B vs. CLREX (10.2B). CLREX pays higher dividends than CLBCX: CLREX (1.78) vs CLBCX (1.04). 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 : 7.99 vs. CLREX (5.53). CLBCX return over 5 years is better than : 34.64 vs. CLREX (24.63).
| 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 | 12.947 | 11.209 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 10.2B | 2,588% |
| Annual Yield % from dividends | 1.04 | 1.78 | 58% |
| Returns for 1 year | 7.99 | 5.53 | 145% |
| Returns for 3 years | 38.12 | 39.31 | 97% |
| Returns for 5 years | 34.64 | 24.63 | 141% |
| Returns for 10 years | 69.55 | 71.01 | 98% |