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CBALX vs CLBCX
CBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCX
Columbia Balanced Inst
Price$56.22
Change+$0.26 (+0.46%)
VolumeN/A
Net Assets10.16B
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
CBALX vs CLBCX Comparison Chart in %
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CBALX vs. CLBCX 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 CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. CBALX (10.2B). CBALX pays higher dividends than CLBCX: CBALX (1.85) vs CLBCX (1.11). CBALX was incepted earlier than CLBCX: CBALX (34 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than CBALX (0.68). CBALX is a more actively managed with annual turnover of: 200.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than CBALX: CLBCX (250) vs CBALX (2000). CLBCX annual gain was more profitable for investors over the last year : 7.19 vs. CBALX (5.59). CLBCX return over 5 years is better than : 40.81 vs. CBALX (32.80).
| CBALX | CLBCX | CBALX / CLBCX | |
| Total Expense Ratio | 0.68 | 1.35 | 50% |
| Annual Report Gross Expense Ratio | 0.68 | 1.35 | 50% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 11.273 | 12.421 | 91% |
| Front Load | N/A | N/A | - |
| 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 | 1.11 | 167% |
| Returns for 1 year | 5.59 | 7.19 | 78% |
| Returns for 3 years | 46.64 | 48.53 | 96% |
| Returns for 5 years | 32.80 | 40.81 | 80% |
| Returns for 10 years | 81.94 | 81.37 | 101% |
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