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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Columbia Balanced Inst2
Price$51.90
Change+$0.29 (+0.56%)
VolumeN/A
Net Assets9.75B
CLBFX vs CLREX Comparison Chart
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CLBFX vs. CLREX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. CLREX (9.75B). 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 annual gain was more profitable for investors over the last year : 12.43 vs. CLREX (10.38). CLBFX return over 5 years is better than : 32.62 vs. CLREX (24.13).
| 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 | 1.958 | 1.209 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 9.75B | 2,463% |
| Annual Yield % from dividends | 2.39 | 1.96 | 122% |
| Returns for 1 year | 12.43 | 10.38 | 120% |
| Returns for 3 years | 14.37 | 10.09 | 142% |
| Returns for 5 years | 32.62 | 24.13 | 135% |
| Returns for 10 years | 72.52 | 60.24 | 120% |