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CBLRX vs CLBCX
CBLRX vs CLBCX Comparison
Open Charts CBLRX vs CLBCX
Columbia Balanced R
Price$56.75
Change+$0.16 (+0.28%)
VolumeN/A
Net Assets10.25B
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
CBLRX vs CLBCX Comparison Chart in %
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CBLRX vs. CLBCX commentary
Oct 19, 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: 266B vs. CBLRX (10.2B). CBLRX pays higher dividends than CLBCX: CBLRX (1.45) vs CLBCX (1.06). 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 : 7.87 vs. CBLRX (5.58). CLBCX return over 5 years is better than : 38.56 vs. CBLRX (26.08).
| 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 | 11.685 | 13.912 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 266B | 4% |
| Annual Yield % from dividends | 1.45 | 1.06 | 137% |
| Returns for 1 year | 5.58 | 7.87 | 71% |
| Returns for 3 years | 43.88 | 47.86 | 92% |
| Returns for 5 years | 26.08 | 38.56 | 68% |
| Returns for 10 years | 69.13 | 74.34 | 93% |
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