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CBALX vs CLBAX
CBALX vs CLBAX Comparison
Open Charts CBALX vs CLBAX
Columbia Balanced Inst
Price$56.22
Change+$0.26 (+0.46%)
VolumeN/A
Net Assets10.16B
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
CBALX vs CLBAX Comparison Chart in %
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CBALX vs. CLBAX commentary
Sep 27, 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 Buy and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 262B vs. CBALX (10.2B). CBALX (1.85) and CLBAX (1.80) 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 : 7.82 vs. CBALX (5.59). CLBAX return over 5 years is better than : 45.97 vs. CBALX (32.80).
| 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 | 11.273 | 12.860 | 88% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 262B | 4% |
| Annual Yield % from dividends | 1.85 | 1.80 | 103% |
| Returns for 1 year | 5.59 | 7.82 | 72% |
| Returns for 3 years | 46.64 | 51.69 | 90% |
| Returns for 5 years | 32.80 | 45.97 | 71% |
| Returns for 10 years | 81.94 | 95.16 | 86% |
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