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CBLRX vs CLBCX
CBLRX vs CLBCX Comparison
Open Charts CBLRX vs CLBCX
Columbia Balanced R
Price$55.63
Change-$0.16 (-0.29%)
VolumeN/A
Net Assets10.09B
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CBLRX vs CLBCX Comparison Chart in %
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CBLRX vs. CLBCX commentary
Aug 18, 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: 256B vs. CBLRX (10.1B). CBLRX pays higher dividends than CLBCX: CBLRX (1.41) vs CLBCX (1.12). 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 : 7.14 vs. CBLRX (5.37). CLBCX return over 5 years is better than : 34.64 vs. CBLRX (25.17).
| 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 | 8.967 | 9.208 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 256B | 4% |
| Annual Yield % from dividends | 1.41 | 1.12 | 125% |
| Returns for 1 year | 5.37 | 7.14 | 75% |
| Returns for 3 years | 24.26 | 27.58 | 88% |
| Returns for 5 years | 25.17 | 34.64 | 73% |
| Returns for 10 years | 60.57 | 65.77 | 92% |
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