CBLRX
Price
$54.83
Change
-$0.09 (-0.16%)
Updated
Feb 4 closing price
Net Assets
10.09B
CLBFX
Price
$38.21
Change
-$0.05 (-0.13%)
Updated
Feb 4 closing price
Net Assets
269.72B
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CBLRX vs CLBFX

Header iconCBLRX vs CLBFX Comparison
Open Charts CBLRX vs CLBFXBanner chart's image
Columbia Balanced R
Price$54.83
Change-$0.09 (-0.16%)
VolumeN/A
Net Assets10.09B
American Funds American Balanced 529F
Price$38.21
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
CBLRX vs CLBFX Comparison Chart in %
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CBLRX vs. CLBFX commentary
Feb 05, 2026

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 CLBFX is a Hold.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. CBLRX (10.1B). CLBFX pays higher dividends than CBLRX: CLBFX (2.03) vs CBLRX (1.43). CBLRX was incepted earlier than CLBFX: CBLRX (15 years) vs CLBFX (23 years). CBLRX (1.16) is less costly to investors than CLBFX (0.67). CBLRX is a more actively managed with annual turnover of: 160.00 vs. CLBFX (44.00). CBLRX has a lower initial minimum investment than CLBFX: CBLRX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 10.85 vs. CBLRX (5.87). CLBFX return over 5 years is better than : 38.12 vs. CBLRX (16.27).
CBLRXCLBFXCBLRX / CLBFX
Total Expense Ratio1.160.67173%
Annual Report Gross Expense Ratio1.160.67173%
Fund Existence15 years23 years-
Gain YTD-0.3272.330-14%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets10.1B270B4%
Annual Yield % from dividends1.432.0370%
Returns for 1 year5.8710.8554%
Returns for 3 years32.5837.1588%
Returns for 5 years16.2738.1243%
Returns for 10 years75.06104.4472%
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