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CBALX vs CLBCX
CBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCX
Columbia Balanced Inst
Price$54.12
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets9.92B
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CBALX vs CLBCX Comparison Chart in %
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CBALX vs. CLBCX commentary
Jul 07, 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: 252B vs. CBALX (9.92B). CBALX pays higher dividends than CLBCX: CBALX (1.90) vs CLBCX (1.13). CBALX was incepted earlier than CLBCX: CBALX (34 years) vs CLBCX (23 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 : 7.04 vs. CBALX (4.53). CLBCX return over 5 years is better than : 37.95 vs. CBALX (32.26).
| 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 | 23 years | - |
| Gain YTD | 6.605 | 7.660 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 252B | 4% |
| Annual Yield % from dividends | 1.90 | 1.13 | 168% |
| Returns for 1 year | 4.53 | 7.04 | 64% |
| Returns for 3 years | 32.84 | 33.08 | 99% |
| Returns for 5 years | 32.26 | 37.95 | 85% |
| Returns for 10 years | 63.58 | 64.69 | 98% |
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