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CBLRX vs CLBCX
CBLRX vs CLBCX Comparison
Open Charts CBLRX vs CLBCX
Columbia Balanced R
Price$55.39
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets10.28B
American Funds American Balanced 529C
Price$37.67
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
CBLRX vs CLBCX Comparison Chart in %
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CBLRX vs. CLBCX commentary
Dec 27, 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 CBLRX is a StrongBuy and CLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. CBLRX (10.3B). CBLRX pays higher dividends than CLBCX: CBLRX (1.43) vs CLBCX (1.02). CBLRX was incepted earlier than CLBCX: CBLRX (15 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than CBLRX (1.18). CBLRX is a more actively managed with annual turnover of: 160.00 vs. CLBCX (44.00). CBLRX has a lower initial minimum investment than CLBCX: CBLRX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 8.50 vs. CBLRX (7.30). CLBCX return over 5 years is better than : 31.70 vs. CBLRX (21.11).
| CBLRX | CLBCX | CBLRX / CLBCX | |
| Total Expense Ratio | 1.18 | 1.35 | 87% |
| Annual Report Gross Expense Ratio | 1.18 | 1.35 | 87% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 9.009 | 10.112 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 269B | 4% |
| Annual Yield % from dividends | 1.43 | 1.02 | 140% |
| Returns for 1 year | 7.30 | 8.50 | 86% |
| Returns for 3 years | 42.81 | 35.19 | 122% |
| Returns for 5 years | 21.11 | 31.70 | 67% |
| Returns for 10 years | 66.55 | 71.78 | 93% |
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