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CBALX vs CLBFX
CBALX vs CLBFX Comparison
Open Charts CBALX vs CLBFX
Columbia Balanced Inst
Price$55.23
Change+$0.13 (+0.24%)
VolumeN/A
Net Assets10.27B
American Funds American Balanced 529F
Price$37.50
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
CBALX vs CLBFX Comparison Chart in %
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CBALX vs. CLBFX commentary
Dec 26, 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: 160.00 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 : 9.28 vs. CBALX (7.65). CLBFX return over 5 years is better than : 37.42 vs. CBALX (23.86).
| 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 | 9.313 | 10.722 | 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 | 1.83 | 96% |
| Returns for 1 year | 7.65 | 9.28 | 82% |
| Returns for 3 years | 43.87 | 38.20 | 115% |
| Returns for 5 years | 23.86 | 37.42 | 64% |
| Returns for 10 years | 72.58 | 88.92 | 82% |
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