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CBDYX vs CLBFX
CBDYX vs CLBFX Comparison
Open Charts CBDYX vs CLBFX
Columbia Balanced Inst3
Price$54.88
Change+$0.24 (+0.44%)
VolumeN/A
Net Assets9.92B
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CBDYX vs CLBFX Comparison Chart in %
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CBDYX vs. CLBFX commentary
Jul 07, 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: 252B vs. CBDYX (9.92B). CLBFX (1.99) and CBDYX (1.95) 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 : 8.02 vs. CBDYX (4.71). CLBFX return over 5 years is better than : 44.49 vs. CBDYX (33.12).
| 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 | 6.652 | 8.169 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 252B | 4% |
| Annual Yield % from dividends | 1.95 | 1.99 | 98% |
| Returns for 1 year | 4.71 | 8.02 | 59% |
| Returns for 3 years | 33.33 | 36.80 | 91% |
| Returns for 5 years | 33.12 | 44.49 | 74% |
| Returns for 10 years | 65.43 | 81.14 | 81% |
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