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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$36.83
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.16B
Columbia Balanced Inst2
Price$54.48
Change+$0.17 (+0.31%)
VolumeN/A
Net Assets9.92B
CLBFX vs CLREX Comparison Chart in %
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CLBFX vs. CLREX commentary
Jul 22, 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 Buy and CLREX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. CLREX (9.92B). CLBFX (1.99) and CLREX (1.93) have matching dividends . CLBFX was incepted earlier than CLREX: CLBFX (23 years) vs CLREX (14 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 : 8.51 vs. CLREX (5.25). CLBFX return over 5 years is better than : 40.58 vs. CLREX (28.11).
| 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 | 14 years | - |
| Gain YTD | 8.405 | 6.910 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.92B | 2,541% |
| Annual Yield % from dividends | 1.99 | 1.93 | 103% |
| Returns for 1 year | 8.51 | 5.25 | 162% |
| Returns for 3 years | 35.12 | 30.41 | 115% |
| Returns for 5 years | 40.58 | 28.11 | 144% |
| Returns for 10 years | 80.44 | 64.40 | 125% |
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