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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$33.15
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
Columbia Balanced Inst2
Price$48.73
Change+$0.55 (+1.14%)
VolumeN/A
Net Assets8.92B
CLBFX vs CLREX Comparison Chart
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CLBFX vs. CLREX commentary
Apr 24, 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: 225B vs. CLREX (8.92B). CLBFX (2.14) and CLREX (2.11) have matching dividends . CLBFX was incepted earlier than CLREX: CLBFX (23 years) vs CLREX (14 years). CLBFX (0.68) and CLREX (0.65) have similar cost to investors . CLREX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (171.00). 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 : 1.79 vs. CLREX (-1.18). CLBFX return over 5 years is better than : 35.44 vs. CLREX (26.06).
| CLBFX | CLREX | CLBFX / CLREX | |
| Total Expense Ratio | 0.68 | 0.65 | 105% |
| Annual Report Gross Expense Ratio | 0.68 | 0.65 | 105% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -3.758 | -5.591 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 8.92B | 2,522% |
| Annual Yield % from dividends | 2.14 | 2.11 | 101% |
| Returns for 1 year | 1.79 | -1.18 | -151% |
| Returns for 3 years | 13.72 | 9.82 | 140% |
| Returns for 5 years | 35.44 | 26.06 | 136% |
| Returns for 10 years | 57.89 | 43.08 | 134% |