Ad is loading...
CLBCX vs CLREX
CLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Columbia Balanced Inst2
Price$51.26
Change-$1.10 (-2.10%)
VolumeN/A
CapitalizationN/A
CLBCX vs CLREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. CLREX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B 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 (11.92) and CLREX (11.87) have marching annual gain over last year. CLBCX (29.69) and CLREX (29.19) have equivalent 5 years return.
| 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 | 10.944 | 10.944 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 9.85B | 2,446% |
| Annual Yield % from dividends | 1.52 | 1.96 | 78% |
| Returns for 1 year | 11.92 | 11.87 | 100% |
| Returns for 3 years | 10.88 | 10.40 | 105% |
| Returns for 5 years | 29.69 | 29.19 | 102% |
| Returns for 10 years | 47.43 | 59.26 | 80% |
View a ticker or compare two or three
VS
VS
Ad is loading...