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CBALX vs CLBCX
CBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCX
Columbia Balanced Inst
Price$57.57
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets10.29B
American Funds American Balanced 529C
Price$39.77
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets269.37B
CBALX vs CLBCX Comparison Chart in %
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CBALX vs. CLBCX commentary
Dec 06, 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: 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 : 8.29 vs. CBALX (5.03). CLBCX return over 5 years is better than : 35.22 vs. CBALX (24.33).
| 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 | 13.945 | 16.075 | 87% |
| 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 | 5.03 | 8.29 | 61% |
| Returns for 3 years | 40.82 | 39.92 | 102% |
| Returns for 5 years | 24.33 | 35.22 | 69% |
| Returns for 10 years | 74.51 | 74.52 | 100% |
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