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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$38.57
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
CLBFX vs CLREX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and CLREX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. CLREX (10.2B). CLBFX (1.86) and CLREX (1.78) have matching dividends . CLBFX was incepted earlier than CLREX: CLBFX (23 years) vs CLREX (15 years). CLBFX (0.67) and CLREX (0.65) have similar cost to investors . CLREX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (44.00). CLREX has a lower initial minimum investment than CLBFX: CLREX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 8.95 vs. CLREX (5.53). CLBFX return over 5 years is better than : 40.97 vs. CLREX (24.63).
| CLBFX | CLREX | CLBFX / CLREX | |
| Total Expense Ratio | 0.67 | 0.65 | 103% |
| Annual Report Gross Expense Ratio | 0.67 | 0.65 | 103% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 13.881 | 11.209 | 124% |
| 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 | 1.86 | 1.78 | 105% |
| Returns for 1 year | 8.95 | 5.53 | 162% |
| Returns for 3 years | 42.00 | 39.31 | 107% |
| Returns for 5 years | 40.97 | 24.63 | 166% |
| Returns for 10 years | 86.36 | 71.01 | 122% |
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