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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$38.80
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Columbia Balanced Inst2
Price$56.79
Change-$0.15 (-0.26%)
VolumeN/A
Net Assets10.31B
CLBFX vs CLREX Comparison Chart in %
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CLBFX vs. CLREX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. CLREX (10.3B). CLBFX (1.89) and CLREX (1.81) 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 : 10.12 vs. CLREX (8.15). CLBFX return over 5 years is better than : 45.45 vs. CLREX (31.23).
| 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 | 14.560 | 12.633 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 10.3B | 2,583% |
| Annual Yield % from dividends | 1.89 | 1.81 | 104% |
| Returns for 1 year | 10.12 | 8.15 | 124% |
| Returns for 3 years | 52.59 | 48.26 | 109% |
| Returns for 5 years | 45.45 | 31.23 | 146% |
| Returns for 10 years | 92.94 | 77.98 | 119% |
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