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CBALX vs CLBCX
CBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCX
Columbia Balanced Inst
Price$54.83
Change-$1.95 (-3.43%)
VolumeN/A
Net Assets10.11B
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
CBALX vs CLBCX Comparison Chart in %
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CBALX vs. CLBCX commentary
Feb 05, 2026
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: 270B vs. CBALX (10.1B). CBALX pays higher dividends than CLBCX: CBALX (1.79) vs CLBCX (1.19). CBALX was incepted earlier than CLBCX: CBALX (34 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than CBALX (0.66). 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 : 10.51 vs. CBALX (7.09). CLBCX return over 5 years is better than : 32.27 vs. CBALX (19.76).
| CBALX | CLBCX | CBALX / CLBCX | |
| Total Expense Ratio | 0.66 | 1.35 | 49% |
| Annual Report Gross Expense Ratio | 0.66 | 1.35 | 49% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | -0.109 | 2.375 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 270B | 4% |
| Annual Yield % from dividends | 1.79 | 1.19 | 151% |
| Returns for 1 year | 7.09 | 10.51 | 67% |
| Returns for 3 years | 34.79 | 33.67 | 103% |
| Returns for 5 years | 19.76 | 32.27 | 61% |
| Returns for 10 years | 81.21 | 86.26 | 94% |
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