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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Columbia Balanced Inst2
Price$54.20
Change-$0.51 (-0.93%)
VolumeN/A
CapitalizationN/A
CLBFX vs CLREX Comparison Chart
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CLBFX vs. CLREX commentary
Nov 18, 2024
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 StrongBuy and CLREX is a StrongSell.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. CLREX (9.72B). CLBFX pays higher dividends than CLREX: CLBFX (2.39) vs CLREX (1.96). CLBFX was incepted earlier than CLREX: CLBFX (22 years) vs CLREX (14 years). CLBFX (171.00) and CLREX (171.00) have comparable annual turnover. CLREX has a lower initial minimum investment than CLBFX: CLREX (0) vs CLBFX (250). CLBFX (21.04) and CLREX (20.93) have marching annual gain over last year. CLBFX return over 5 years is better than : 38.61 vs. CLREX (31.89).
| CLBFX | CLREX | CLBFX / CLREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 14.196 | 14.190 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 9.72B | 2,427% |
| Annual Yield % from dividends | 2.39 | 1.96 | 122% |
| Returns for 1 year | 21.04 | 20.93 | 101% |
| Returns for 3 years | 12.47 | 3.37 | 370% |
| Returns for 5 years | 38.61 | 31.89 | 121% |
| Returns for 10 years | 66.57 | 59.15 | 113% |
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