CLBFX
Price
$35.64
Change
-$0.04 (-0.11%)
Updated
Jun 5 closing price
Net Assets
243.73B
CLREX
Price
$52.33
Change
-$0.16 (-0.30%)
Updated
Jun 5 closing price
Net Assets
9.63B
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CLBFX vs CLREX

Header iconCLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREXBanner chart's image
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.

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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).
CLBFXCLREXCLBFX / CLREX
Total Expense Ratio0.670.65103%
Annual Report Gross Expense Ratio0.670.65103%
Fund Existence23 years14 years-
Gain YTD4.6602.854163%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets244B9.63B2,534%
Annual Yield % from dividends2.072.04101%
Returns for 1 year7.122.67267%
Returns for 3 years24.8822.52110%
Returns for 5 years37.5226.84140%
Returns for 10 years75.1957.69130%
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