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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$36.29
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Columbia Balanced Inst2
Price$53.47
Change+$0.32 (+0.60%)
VolumeN/A
Net Assets9.76B
CLBFX vs CLREX Comparison Chart in %
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CLBFX vs. CLREX commentary
Jun 28, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 248B vs. CLREX (9.76B). 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 : 7.54 vs. CLREX (3.25). CLBFX return over 5 years is better than : 45.76 vs. CLREX (33.42).
| 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 | 6.815 | 4.627 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 9.76B | 2,542% |
| Annual Yield % from dividends | 2.07 | 2.04 | 101% |
| Returns for 1 year | 7.54 | 3.25 | 232% |
| Returns for 3 years | 34.34 | 29.68 | 116% |
| Returns for 5 years | 45.76 | 33.42 | 137% |
| Returns for 10 years | 79.61 | 62.16 | 128% |
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