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CBLRX vs CLBFX
CBLRX vs CLBFX Comparison
Open Charts CBLRX vs CLBFX
Columbia Balanced R
Price$56.96
Change-$0.72 (-1.25%)
VolumeN/A
Net Assets10.38B
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
CBLRX vs CLBFX Comparison Chart in %
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CBLRX vs. CLBFX 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 CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. CBLRX (10.4B). CLBFX pays higher dividends than CBLRX: CLBFX (1.86) vs CBLRX (1.42). CBLRX was incepted earlier than CLBFX: CBLRX (15 years) vs CLBFX (23 years). CBLRX (1.18) is less costly to investors than CLBFX (0.67). CBLRX is a more actively managed with annual turnover of: 200.00 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 : 10.11 vs. CBLRX (6.65). CLBFX return over 5 years is better than : 44.32 vs. CBLRX (25.14).
| CBLRX | CLBFX | CBLRX / CLBFX | |
| Total Expense Ratio | 1.18 | 0.67 | 176% |
| Annual Report Gross Expense Ratio | 1.18 | 0.67 | 176% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 13.515 | 16.391 | 82% |
| 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 | 1.86 | 76% |
| Returns for 1 year | 6.65 | 10.11 | 66% |
| Returns for 3 years | 40.17 | 44.93 | 89% |
| Returns for 5 years | 25.14 | 44.32 | 57% |
| Returns for 10 years | 72.38 | 94.43 | 77% |
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