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CBDYX vs CLBCX
CBDYX vs CLBCX Comparison
Open Charts CBDYX vs CLBCX
Columbia Balanced Inst3
Price$58.42
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets10.37B
American Funds American Balanced 529C
Price$39.50
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
CBDYX vs CLBCX Comparison Chart in %
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CBDYX vs. CLBCX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 268B vs. CBDYX (10.4B). CBDYX pays higher dividends than CLBCX: CBDYX (1.80) vs CLBCX (1.04). 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 : 9.13 vs. CBDYX (7.33). CLBCX return over 5 years is better than : 37.82 vs. CBDYX (28.96).
| 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 | 14.091 | 15.461 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 268B | 4% |
| Annual Yield % from dividends | 1.80 | 1.04 | 173% |
| Returns for 1 year | 7.33 | 9.13 | 80% |
| Returns for 3 years | 42.80 | 41.00 | 104% |
| Returns for 5 years | 28.96 | 37.82 | 77% |
| Returns for 10 years | 80.03 | 76.85 | 104% |
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