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CBALX vs CLBFX
CBALX vs CLBFX Comparison
Open Charts CBALX vs CLBFX
Columbia Balanced Inst
Price$57.57
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets10.29B
American Funds American Balanced 529F
Price$39.65
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
CBALX vs CLBFX Comparison Chart in %
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CBALX vs. CLBFX 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 CLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. CBALX (10.3B). CLBFX (1.83) and CBALX (1.76) have matching dividends . CBALX was incepted earlier than CLBFX: CBALX (34 years) vs CLBFX (23 years). CBALX (0.68) and CLBFX (0.67) have similar cost to investors . CBALX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than CBALX: CLBFX (250) vs CBALX (2000). CLBFX annual gain was more profitable for investors over the last year : 9.25 vs. CBALX (5.03). CLBFX return over 5 years is better than : 41.57 vs. CBALX (24.33).
| CBALX | CLBFX | CBALX / CLBFX | |
| Total Expense Ratio | 0.68 | 0.67 | 101% |
| Annual Report Gross Expense Ratio | 0.68 | 0.67 | 101% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 13.945 | 17.070 | 82% |
| 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 | 1.83 | 96% |
| Returns for 1 year | 5.03 | 9.25 | 54% |
| Returns for 3 years | 40.82 | 43.84 | 93% |
| Returns for 5 years | 24.33 | 41.57 | 59% |
| Returns for 10 years | 74.51 | 91.81 | 81% |
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