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CBDYX vs CLBCX
CBDYX vs CLBCX Comparison
Open Charts CBDYX vs CLBCX
Columbia Balanced Inst3
Price$58.38
Change+$0.21 (+0.36%)
VolumeN/A
Net Assets10.33B
American Funds American Balanced 529C
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
CBDYX vs CLBCX Comparison Chart in %
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CBDYX vs. CLBCX commentary
Dec 04, 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 StrongBuy and CLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. CBDYX (10.3B). CBDYX pays higher dividends than CLBCX: CBDYX (1.81) vs CLBCX (1.02). 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 : 8.46 vs. CBDYX (5.16). CLBCX return over 5 years is better than : 35.68 vs. CBDYX (25.06).
| 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 | 13.271 | 15.753 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 269B | 4% |
| Annual Yield % from dividends | 1.81 | 1.02 | 177% |
| Returns for 1 year | 5.16 | 8.46 | 61% |
| Returns for 3 years | 38.43 | 37.75 | 102% |
| Returns for 5 years | 25.06 | 35.68 | 70% |
| Returns for 10 years | 74.80 | 73.34 | 102% |
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