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CLBCX vs CLREX
CLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Columbia Balanced Inst2
Price$51.90
Change+$0.29 (+0.56%)
VolumeN/A
Net Assets9.75B
CLBCX vs CLREX Comparison Chart
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CLBCX vs. CLREX commentary
Jan 19, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. CLREX (9.75B). 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 : 11.42 vs. CLREX (10.38). CLBCX return over 5 years is better than : 26.62 vs. CLREX (24.13).
| 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 | 1.894 | 1.209 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 9.75B | 2,463% |
| Annual Yield % from dividends | 1.52 | 1.96 | 78% |
| Returns for 1 year | 11.42 | 10.38 | 110% |
| Returns for 3 years | 11.24 | 10.09 | 111% |
| Returns for 5 years | 26.62 | 24.13 | 110% |
| Returns for 10 years | 56.78 | 60.24 | 94% |
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