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CBALX vs CLBAX
CBALX vs CLBAX Comparison
Open Charts CBALX vs CLBAX
Columbia Balanced Inst
Price$55.44
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets10.09B
American Funds American Balanced 529A
Price$37.36
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets255.64B
CBALX vs CLBAX Comparison Chart in %
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CBALX vs. CLBAX commentary
Aug 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 CBALX is a StrongBuy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. CBALX (10.1B). CBALX (1.87) and CLBAX (1.82) have matching dividends . CBALX was incepted earlier than CLBAX: CBALX (34 years) vs CLBAX (24 years). CBALX (0.68) is less costly to investors than CLBAX (0.58). CBALX is a more actively managed with annual turnover of: 200.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than CBALX: CLBAX (250) vs CBALX (2000). CLBAX annual gain was more profitable for investors over the last year : 7.81 vs. CBALX (6.00). CLBAX return over 5 years is better than : 39.89 vs. CBALX (28.20).
| CBALX | CLBAX | CBALX / CLBAX | |
| Total Expense Ratio | 0.68 | 0.58 | 117% |
| Annual Report Gross Expense Ratio | 0.68 | 0.58 | 117% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 9.205 | 9.717 | 95% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 256B | 4% |
| Annual Yield % from dividends | 1.87 | 1.82 | 102% |
| Returns for 1 year | 6.00 | 7.81 | 77% |
| Returns for 3 years | 28.69 | 32.09 | 89% |
| Returns for 5 years | 28.20 | 39.89 | 71% |
| Returns for 10 years | 72.41 | 85.38 | 85% |
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