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CBDYX vs CLBFX
CBDYX vs CLBFX Comparison
Open Charts CBDYX vs CLBFX
Columbia Balanced Inst3
Price$56.08
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets10.28B
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
CBDYX vs CLBFX Comparison Chart in %
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CBDYX vs. CLBFX commentary
Dec 28, 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 CLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. CBDYX (10.3B). CLBFX (1.83) and CBDYX (1.81) have matching dividends . CBDYX was incepted earlier than CLBFX: CBDYX (13 years) vs CLBFX (23 years). CLBFX (0.67) is less costly to investors than CBDYX (0.60). 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 : 9.21 vs. CBDYX (7.82). CLBFX return over 5 years is better than : 37.57 vs. CBDYX (24.79).
| CBDYX | CLBFX | CBDYX / CLBFX | |
| Total Expense Ratio | 0.60 | 0.67 | 90% |
| Annual Report Gross Expense Ratio | 0.60 | 0.67 | 90% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 9.521 | 10.840 | 88% |
| 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 | 1.83 | 99% |
| Returns for 1 year | 7.82 | 9.21 | 85% |
| Returns for 3 years | 45.30 | 38.59 | 117% |
| Returns for 5 years | 24.79 | 37.57 | 66% |
| Returns for 10 years | 73.96 | 88.41 | 84% |
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