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CBDYX vs CLBFX
CBDYX vs CLBFX Comparison
Open Charts CBDYX vs CLBFX
Columbia Balanced Inst3
Price$56.76
Change+$0.06 (+0.11%)
VolumeN/A
Net Assets10.13B
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
CBDYX vs CLBFX Comparison Chart in %
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CBDYX vs. CLBFX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. CBDYX (10.1B). CLBFX (1.94) and CBDYX (1.89) 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: 200.00 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 : 10.11 vs. CBDYX (6.91). CLBFX return over 5 years is better than : 42.70 vs. CBDYX (28.76).
| 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 | 10.034 | 11.495 | 87% |
| 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 | 259B | 4% |
| Annual Yield % from dividends | 1.89 | 1.94 | 97% |
| Returns for 1 year | 6.91 | 10.11 | 68% |
| Returns for 3 years | 36.99 | 41.65 | 89% |
| Returns for 5 years | 28.76 | 42.70 | 67% |
| Returns for 10 years | 75.46 | 92.18 | 82% |