Interact to see
Advertisement
Advertisement
CBALX vs CLBCX
CBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCX
Columbia Balanced Inst
Price$56.65
Change+$0.16 (+0.28%)
VolumeN/A
Net Assets10.25B
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
CBALX vs CLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBALX vs. CLBCX commentary
Oct 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. CBALX (10.2B). CBALX pays higher dividends than CLBCX: CBALX (1.79) vs CLBCX (1.06). 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 : 7.87 vs. CBALX (6.09). CLBCX return over 5 years is better than : 38.56 vs. CBALX (29.05).
| 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 | 12.124 | 13.912 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 266B | 4% |
| Annual Yield % from dividends | 1.79 | 1.06 | 169% |
| Returns for 1 year | 6.09 | 7.87 | 77% |
| Returns for 3 years | 46.04 | 47.86 | 96% |
| Returns for 5 years | 29.05 | 38.56 | 75% |
| Returns for 10 years | 74.57 | 74.34 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement