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CBLRX vs CLBCX
CBLRX vs CLBCX Comparison
Open Charts CBLRX vs CLBCX
Columbia Balanced R
Price$55.95
Change-$0.09 (-0.16%)
VolumeN/A
Net Assets10.13B
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CBLRX vs CLBCX Comparison Chart in %
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CBLRX vs. CLBCX commentary
Sep 08, 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: 259B vs. CBLRX (10.1B). 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 : 9.15 vs. CBLRX (5.76). CLBCX return over 5 years is better than : 36.30 vs. CBLRX (24.58).
| 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 | 9.594 | 10.785 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 259B | 4% |
| Annual Yield % from dividends | 1.39 | 1.11 | 126% |
| Returns for 1 year | 5.76 | 9.15 | 63% |
| Returns for 3 years | 33.90 | 37.75 | 90% |
| Returns for 5 years | 24.58 | 36.30 | 68% |
| Returns for 10 years | 67.55 | 74.80 | 90% |
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