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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
Columbia Balanced Inst2
Price$51.26
Change-$1.10 (-2.10%)
VolumeN/A
CapitalizationN/A
CLBFX vs CLREX Comparison Chart
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CLBFX 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 CLBFX is a Hold and CLREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. CLREX (9.85B). CLBFX pays higher dividends than CLREX: CLBFX (2.39) vs CLREX (1.96). CLBFX was incepted earlier than CLREX: CLBFX (22 years) vs CLREX (14 years). CLBFX (171.00) and CLREX (171.00) have comparable annual turnover. 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 : 12.67 vs. CLREX (11.87). CLBFX return over 5 years is better than : 35.48 vs. CLREX (29.19).
| CLBFX | CLREX | CLBFX / CLREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 11.647 | 10.944 | 106% |
| 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 | 2.39 | 1.96 | 122% |
| Returns for 1 year | 12.67 | 11.87 | 107% |
| Returns for 3 years | 13.69 | 10.40 | 132% |
| Returns for 5 years | 35.48 | 29.19 | 122% |
| Returns for 10 years | 61.86 | 59.26 | 104% |
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