Interact to see
Advertisement
Advertisement
CBDYX vs CLBFX
CBDYX vs CLBFX Comparison
Open Charts CBDYX vs CLBFX
Columbia Balanced Inst3
Price$55.65
Change-$1.94 (-3.37%)
VolumeN/A
Net Assets10.11B
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
CBDYX vs CLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBDYX vs. CLBFX 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 CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. CBDYX (10.1B). CLBFX pays higher dividends than CBDYX: CLBFX (2.03) vs CBDYX (1.84). CBDYX was incepted earlier than CLBFX: CBDYX (13 years) vs CLBFX (23 years). CLBFX (0.67) is less costly to investors than CBDYX (0.57). CBDYX is a more actively managed with annual turnover of: 160.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than CBDYX: CLBFX (250) vs CBDYX (1000000). CLBFX annual gain was more profitable for investors over the last year : 11.50 vs. CBDYX (7.25). CLBFX return over 5 years is better than : 38.44 vs. CBDYX (20.59).
| CBDYX | CLBFX | CBDYX / CLBFX | |
| Total Expense Ratio | 0.57 | 0.67 | 85% |
| Annual Report Gross Expense Ratio | 0.57 | 0.67 | 85% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -0.090 | 2.464 | -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 | 2.03 | 90% |
| Returns for 1 year | 7.25 | 11.50 | 63% |
| Returns for 3 years | 35.30 | 37.33 | 95% |
| Returns for 5 years | 20.59 | 38.44 | 54% |
| Returns for 10 years | 83.44 | 104.71 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MRGEX | 15.43 | 0.18 | +1.18% |
| Morgan Stanley Inst Emerging Mkts IR | |||
| FEFRX | 32.87 | 0.20 | +0.61% |
| First Eagle Rising Dividend Fund R6 | |||
| RWIEX | 74.77 | -0.43 | -0.57% |
| American Funds Capital World Gr&Inc R4 | |||
| PRDMX | 46.32 | -0.53 | -1.13% |
| T. Rowe Price Diversified Mid Cap Gr | |||
| GGCAX | 121.48 | -2.67 | -2.15% |
| Gabelli Growth A | |||