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CBDYX vs CLBCX
CBDYX vs CLBCX Comparison
Open Charts CBDYX vs CLBCX
Columbia Balanced Inst3
Price$57.45
Change+$0.16 (+0.28%)
VolumeN/A
Net Assets10.25B
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.83B
CBDYX vs CLBCX Comparison Chart in %
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CBDYX vs. CLBCX commentary
Oct 18, 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 CBDYX is a Hold and CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. CBDYX (10.2B). CBDYX pays higher dividends than CLBCX: CBDYX (1.83) vs CLBCX (1.06). CBDYX was incepted earlier than CLBCX: CBDYX (13 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than CBDYX (0.60). CBDYX is a more actively managed with annual turnover of: 200.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than CBDYX: CLBCX (250) vs CBDYX (1000000). CLBCX annual gain was more profitable for investors over the last year : 7.94 vs. CBDYX (5.64). CLBCX return over 5 years is better than : 38.45 vs. CBDYX (29.53).
| CBDYX | CLBCX | CBDYX / CLBCX | |
| Total Expense Ratio | 0.60 | 1.35 | 44% |
| Annual Report Gross Expense Ratio | 0.60 | 1.35 | 44% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 11.884 | 13.824 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 266B | 4% |
| Annual Yield % from dividends | 1.83 | 1.06 | 174% |
| Returns for 1 year | 5.64 | 7.94 | 71% |
| Returns for 3 years | 47.47 | 48.83 | 97% |
| Returns for 5 years | 29.53 | 38.45 | 77% |
| Returns for 10 years | 76.01 | 74.06 | 103% |
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