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CBLCX vs CLBFX
CBLCX vs CLBFX Comparison
Open Charts CBLCX vs CLBFX
Columbia Balanced C
Price$53.99
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets9.92B
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CBLCX vs CLBFX Comparison Chart in %
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CBLCX 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 CBLCX is a StrongBuy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. CBLCX (9.92B). CLBFX pays higher dividends than CBLCX: CLBFX (1.99) vs CBLCX (0.98). CBLCX was incepted earlier than CLBFX: CBLCX (22 years) vs CLBFX (23 years). CBLCX (1.68) is less costly to investors than CLBFX (0.67). CBLCX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than CBLCX: CLBFX (250) vs CBLCX (2000). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. CBLCX (3.17). CLBFX return over 5 years is better than : 44.49 vs. CBLCX (25.96).
| CBLCX | CLBFX | CBLCX / CLBFX | |
| Total Expense Ratio | 1.68 | 0.67 | 251% |
| Annual Report Gross Expense Ratio | 1.68 | 0.67 | 251% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 6.076 | 8.169 | 74% |
| 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 | 1.99 | 49% |
| Returns for 1 year | 3.17 | 8.02 | 39% |
| Returns for 3 years | 28.47 | 36.80 | 77% |
| Returns for 5 years | 25.96 | 44.49 | 58% |
| Returns for 10 years | 52.64 | 81.14 | 65% |
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