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CBLCX vs CLBCX
CBLCX vs CLBCX Comparison
Open Charts CBLCX vs CLBCX
Columbia Balanced C
Price$52.18
Change-$0.49 (-0.93%)
VolumeN/A
Net Assets9.61B
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
CBLCX vs CLBCX Comparison Chart
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CBLCX vs. CLBCX commentary
Jun 15, 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: 244B vs. CBLCX (9.61B). CLBCX pays higher dividends than CBLCX: CLBCX (1.18) vs CBLCX (1.06). 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 : 4.49 vs. CBLCX (0.29). CLBCX return over 5 years is better than : 34.93 vs. CBLCX (24.11).
| 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 | 2.299 | 4.067 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 244B | 4% |
| Annual Yield % from dividends | 1.06 | 1.18 | 90% |
| Returns for 1 year | 0.29 | 4.49 | 6% |
| Returns for 3 years | 27.11 | 30.63 | 88% |
| Returns for 5 years | 24.11 | 34.93 | 69% |
| Returns for 10 years | 45.66 | 57.89 | 79% |
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