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CBLRX vs CLBCX
CBLRX vs CLBCX Comparison
Open Charts CBLRX vs CLBCX
Columbia Balanced R
Price$56.34
Change+$0.26 (+0.46%)
VolumeN/A
Net Assets10.16B
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
CBLRX vs CLBCX Comparison Chart in %
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CBLRX vs. CLBCX commentary
Sep 28, 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 Buy and CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. CBLRX (10.2B). CBLRX pays higher dividends than CLBCX: CBLRX (1.39) vs CLBCX (1.11). 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: 200.00 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 : 7.19 vs. CBLRX (4.63). CLBCX return over 5 years is better than : 40.81 vs. CBLRX (29.19).
| 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 | 10.878 | 12.421 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 262B | 4% |
| Annual Yield % from dividends | 1.39 | 1.11 | 126% |
| Returns for 1 year | 4.63 | 7.19 | 64% |
| Returns for 3 years | 43.89 | 48.53 | 90% |
| Returns for 5 years | 29.19 | 40.81 | 72% |
| Returns for 10 years | 75.55 | 81.37 | 93% |
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