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CBLRX vs CLBCX
CBLRX vs CLBCX Comparison
Open Charts CBLRX vs CLBCX
Columbia Balanced R
Price$56.96
Change-$0.72 (-1.25%)
VolumeN/A
Net Assets10.38B
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
CBLRX vs CLBCX Comparison Chart in %
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CBLRX vs. CLBCX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. CBLRX (10.4B). CBLRX pays higher dividends than CLBCX: CBLRX (1.42) vs CLBCX (1.04). 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 : 7.92 vs. CBLRX (5.32). CLBCX return over 5 years is better than : 36.11 vs. CBLRX (23.58).
| 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 | 12.098 | 14.029 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 269B | 4% |
| Annual Yield % from dividends | 1.42 | 1.04 | 137% |
| Returns for 1 year | 5.32 | 7.92 | 67% |
| Returns for 3 years | 39.29 | 40.07 | 98% |
| Returns for 5 years | 23.58 | 36.11 | 65% |
| Returns for 10 years | 68.69 | 73.04 | 94% |
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