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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$37.44
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets256.16B
Columbia Balanced Inst2
Price$55.57
Change+$0.22 (+0.40%)
VolumeN/A
Net Assets10.08B
CLBFX vs CLREX Comparison Chart in %
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CLBFX vs. CLREX commentary
Sep 05, 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: 256B vs. CLREX (10.1B). CLBFX (1.94) and CLREX (1.87) have matching dividends . CLBFX was incepted earlier than CLREX: CLBFX (23 years) vs CLREX (15 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 : 8.62 vs. CLREX (5.72). CLBFX return over 5 years is better than : 41.04 vs. CLREX (26.95).
| 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 | 15 years | - |
| Gain YTD | 10.200 | 8.958 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 10.1B | 2,535% |
| Annual Yield % from dividends | 1.94 | 1.87 | 104% |
| Returns for 1 year | 8.62 | 5.72 | 151% |
| Returns for 3 years | 39.03 | 34.56 | 113% |
| Returns for 5 years | 41.04 | 26.95 | 152% |
| Returns for 10 years | 92.77 | 75.34 | 123% |
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