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CBALX vs CLBFX
CBALX vs CLBFX Comparison
Open Charts CBALX vs CLBFX
Columbia Balanced Inst
Price$54.83
Change-$1.95 (-3.43%)
VolumeN/A
Net Assets10.11B
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
CBALX vs CLBFX Comparison Chart in %
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CBALX vs. CLBFX commentary
Feb 05, 2026
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: 270B vs. CBALX (10.1B). CLBFX pays higher dividends than CBALX: CLBFX (2.03) vs CBALX (1.79). CBALX was incepted earlier than CLBFX: CBALX (34 years) vs CLBFX (23 years). CLBFX (0.67) and CBALX (0.66) 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 : 11.50 vs. CBALX (7.09). CLBFX return over 5 years is better than : 38.44 vs. CBALX (19.76).
| CBALX | CLBFX | CBALX / CLBFX | |
| Total Expense Ratio | 0.66 | 0.67 | 99% |
| Annual Report Gross Expense Ratio | 0.66 | 0.67 | 99% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | -0.109 | 2.464 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 270B | 4% |
| Annual Yield % from dividends | 1.79 | 2.03 | 88% |
| Returns for 1 year | 7.09 | 11.50 | 62% |
| Returns for 3 years | 34.79 | 37.33 | 93% |
| Returns for 5 years | 19.76 | 38.44 | 51% |
| Returns for 10 years | 81.21 | 104.71 | 78% |
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