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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Columbia Balanced Inst2
Price$49.07
Change-$1.44 (-2.85%)
VolumeN/A
Net Assets9.42B
CLBFX vs CLREX Comparison Chart
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CLBFX vs. CLREX commentary
Apr 04, 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: 235B vs. CLREX (9.42B). CLBFX (2.14) and CLREX (2.11) have matching dividends . CLBFX was incepted earlier than CLREX: CLBFX (23 years) vs CLREX (14 years). CLBFX (0.68) and CLREX (0.65) have similar cost to investors . CLREX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (171.00). 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 : 4.45 vs. CLREX (1.68). CLBFX return over 5 years is better than : 53.24 vs. CLREX (44.30).
| CLBFX | CLREX | CLBFX / CLREX | |
| Total Expense Ratio | 0.68 | 0.65 | 105% |
| Annual Report Gross Expense Ratio | 0.68 | 0.65 | 105% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 0.466 | -1.300 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 9.42B | 2,496% |
| Annual Yield % from dividends | 2.14 | 2.11 | 101% |
| Returns for 1 year | 4.45 | 1.68 | 266% |
| Returns for 3 years | 14.15 | 8.86 | 160% |
| Returns for 5 years | 53.24 | 44.30 | 120% |
| Returns for 10 years | 67.95 | 52.23 | 130% |
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