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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$35.64
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
Columbia Balanced Inst2
Price$52.33
Change-$0.16 (-0.30%)
VolumeN/A
Net Assets9.63B
CLBFX vs CLREX Comparison Chart
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CLBFX vs. CLREX commentary
Jun 06, 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: 244B vs. CLREX (9.63B). CLBFX (2.07) and CLREX (2.04) 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 : 7.12 vs. CLREX (2.67). CLBFX return over 5 years is better than : 37.52 vs. CLREX (26.84).
| 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 | 4.660 | 2.854 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 9.63B | 2,534% |
| Annual Yield % from dividends | 2.07 | 2.04 | 101% |
| Returns for 1 year | 7.12 | 2.67 | 267% |
| Returns for 3 years | 24.88 | 22.52 | 110% |
| Returns for 5 years | 37.52 | 26.84 | 140% |
| Returns for 10 years | 75.19 | 57.69 | 130% |
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