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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$37.36
Change+$0.33 (+0.89%)
VolumeN/A
Net Assets253.74B
Columbia Balanced Inst2
Price$55.58
Change+$0.46 (+0.83%)
VolumeN/A
Net Assets10.03B
CLBFX vs CLREX Comparison Chart in %
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CLBFX vs. CLREX commentary
Aug 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. CLREX (10B). CLBFX (1.97) and CLREX (1.89) 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 : 10.71 vs. CLREX (7.78). CLBFX return over 5 years is better than : 41.13 vs. CLREX (27.67).
| 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 | 9.965 | 8.505 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 10B | 2,540% |
| Annual Yield % from dividends | 1.97 | 1.89 | 104% |
| Returns for 1 year | 10.71 | 7.78 | 138% |
| Returns for 3 years | 31.59 | 26.52 | 119% |
| Returns for 5 years | 41.13 | 27.67 | 149% |
| Returns for 10 years | 82.74 | 66.45 | 125% |
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