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CBALX vs CLBFX
CBALX vs CLBFX Comparison
Open Charts CBALX vs CLBFX
Columbia Balanced Inst
Price$56.22
Change+$0.26 (+0.46%)
VolumeN/A
Net Assets10.16B
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
CBALX vs CLBFX Comparison Chart in %
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CBALX vs. CLBFX commentary
Sep 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 Buy and CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. CBALX (10.2B). CLBFX pays higher dividends than CBALX: CLBFX (1.94) vs CBALX (1.85). 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 : 7.93 vs. CBALX (5.59). CLBFX return over 5 years is better than : 47.10 vs. CBALX (32.80).
| 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 | 11.273 | 12.937 | 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 | 262B | 4% |
| Annual Yield % from dividends | 1.85 | 1.94 | 95% |
| Returns for 1 year | 5.59 | 7.93 | 71% |
| Returns for 3 years | 46.64 | 52.34 | 89% |
| Returns for 5 years | 32.80 | 47.10 | 70% |
| Returns for 10 years | 81.94 | 98.95 | 83% |