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CBDYX vs CLBCX
CBDYX vs CLBCX Comparison
Open Charts CBDYX vs CLBCX
Columbia Balanced Inst3
Price$55.65
Change-$1.94 (-3.37%)
VolumeN/A
Net Assets10.11B
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
CBDYX vs CLBCX Comparison Chart in %
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CBDYX vs. CLBCX commentary
Feb 04, 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 CBDYX is a Buy and CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. CBDYX (10.1B). CBDYX pays higher dividends than CLBCX: CBDYX (1.84) vs CLBCX (1.19). CBDYX was incepted earlier than CLBCX: CBDYX (13 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than CBDYX (0.57). CBDYX is a more actively managed with annual turnover of: 160.00 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 : 10.51 vs. CBDYX (7.25). CLBCX return over 5 years is better than : 32.27 vs. CBDYX (20.59).
| CBDYX | CLBCX | CBDYX / CLBCX | |
| Total Expense Ratio | 0.57 | 1.35 | 42% |
| Annual Report Gross Expense Ratio | 0.57 | 1.35 | 42% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -0.090 | 2.375 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 270B | 4% |
| Annual Yield % from dividends | 1.84 | 1.19 | 155% |
| Returns for 1 year | 7.25 | 10.51 | 69% |
| Returns for 3 years | 35.30 | 33.67 | 105% |
| Returns for 5 years | 20.59 | 32.27 | 64% |
| Returns for 10 years | 83.44 | 86.26 | 97% |
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