Interact to see
Advertisement
Advertisement
CLBCX vs CLREX
CLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREX
American Funds American Balanced 529C
Price$37.43
Change+$0.33 (+0.89%)
VolumeN/A
Net Assets253.74B
Columbia Balanced Inst2
Price$55.58
Change+$0.46 (+0.83%)
VolumeN/A
Net Assets10.03B
CLBCX vs CLREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. CLREX commentary
Aug 13, 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: 254B vs. CLREX (10B). CLREX pays higher dividends than CLBCX: CLREX (1.89) vs CLBCX (1.12). 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 : 9.71 vs. CLREX (7.78). CLBCX return over 5 years is better than : 34.78 vs. CLREX (27.67).
| 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 | 9.325 | 8.505 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 10B | 2,540% |
| Annual Yield % from dividends | 1.12 | 1.89 | 59% |
| Returns for 1 year | 9.71 | 7.78 | 125% |
| Returns for 3 years | 28.01 | 26.52 | 106% |
| Returns for 5 years | 34.78 | 27.67 | 126% |
| Returns for 10 years | 66.15 | 66.45 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FLOW | 32.65 | 0.80 | +2.50% |
| Global X U.S. Cash Flow Kings 100 ETF | |||
| DSTL | 55.81 | 0.87 | +1.58% |
| Distillate US Fdmtl Stblty & Val ETF | |||
| JPIN | 65.69 | 0.66 | +1.02% |
| JPMorgan Diversified Return Intl Eq ETF | |||
| QMFE | 21.30 | 0.10 | +0.49% |
| FT Vest Nasdaq-100 Mod Buffr ETF - Feb | |||
| IFGL | 22.99 | 0.08 | +0.34% |
| iShares International Dev Real Est ETF | |||