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CBALX vs CLBFX
CBALX vs CLBFX Comparison
Open Charts CBALX vs CLBFX
Columbia Balanced Inst
Price$55.07
Change+$0.16 (+0.29%)
VolumeN/A
Net Assets10.06B
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CBALX vs CLBFX Comparison Chart in %
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CBALX vs. CLBFX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. CBALX (10.1B). CLBFX (1.99) and CBALX (1.90) 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 : 10.40 vs. CBALX (7.98). CLBFX return over 5 years is better than : 42.59 vs. CBALX (31.27).
| 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 | 8.476 | 9.111 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 254B | 4% |
| Annual Yield % from dividends | 1.90 | 1.99 | 96% |
| Returns for 1 year | 7.98 | 10.40 | 77% |
| Returns for 3 years | 33.60 | 36.42 | 92% |
| Returns for 5 years | 31.27 | 42.59 | 73% |
| Returns for 10 years | 65.46 | 81.10 | 81% |