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CBLCX vs CLBCX
CBLCX vs CLBCX Comparison
Open Charts CBLCX vs CLBCX
Columbia Balanced C
Price$53.99
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets9.92B
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CBLCX vs CLBCX Comparison Chart in %
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CBLCX vs. CLBCX 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 CBLCX is a StrongBuy and CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. CBLCX (9.92B). CLBCX pays higher dividends than CBLCX: CLBCX (1.13) vs CBLCX (0.98). CBLCX was incepted earlier than CLBCX: CBLCX (22 years) vs CLBCX (23 years). CBLCX (1.68) is less costly to investors than CLBCX (1.35). CBLCX is a more actively managed with annual turnover of: 200.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than CBLCX: CLBCX (250) vs CBLCX (2000). CLBCX annual gain was more profitable for investors over the last year : 7.04 vs. CBLCX (3.17). CLBCX return over 5 years is better than : 37.95 vs. CBLCX (25.96).
| CBLCX | CLBCX | CBLCX / CLBCX | |
| Total Expense Ratio | 1.68 | 1.35 | 124% |
| Annual Report Gross Expense Ratio | 1.68 | 1.35 | 124% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 6.076 | 7.660 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 252B | 4% |
| Annual Yield % from dividends | 0.98 | 1.13 | 86% |
| Returns for 1 year | 3.17 | 7.04 | 45% |
| Returns for 3 years | 28.47 | 33.08 | 86% |
| Returns for 5 years | 25.96 | 37.95 | 68% |
| Returns for 10 years | 52.64 | 64.69 | 81% |
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