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CBALX vs CLBCX
CBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCX
Columbia Balanced Inst
Price$55.23
Change+$0.13 (+0.24%)
VolumeN/A
Net Assets10.27B
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
CBALX vs CLBCX Comparison Chart in %
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CBALX vs. CLBCX commentary
Dec 26, 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 CLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. CBALX (10.3B). CBALX pays higher dividends than CLBCX: CBALX (1.76) vs CLBCX (1.02). 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: 160.00 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 : 8.57 vs. CBALX (7.65). CLBCX return over 5 years is better than : 31.60 vs. CBALX (23.86).
| 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 | 9.313 | 10.024 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 269B | 4% |
| Annual Yield % from dividends | 1.76 | 1.02 | 172% |
| Returns for 1 year | 7.65 | 8.57 | 89% |
| Returns for 3 years | 43.87 | 34.81 | 126% |
| Returns for 5 years | 23.86 | 31.60 | 76% |
| Returns for 10 years | 72.58 | 72.29 | 100% |
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