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CBLRX vs CLBFX
CBLRX vs CLBFX Comparison
Open Charts CBLRX vs CLBFX
Columbia Balanced R
Price$54.29
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets9.92B
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CBLRX vs CLBFX Comparison Chart in %
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CBLRX vs. CLBFX commentary
Jul 07, 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: 252B vs. CBLRX (9.92B). CLBFX pays higher dividends than CBLRX: CLBFX (1.99) vs CBLRX (1.44). 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 : 8.02 vs. CBLRX (3.57). CLBFX return over 5 years is better than : 44.49 vs. CBLRX (28.81).
| 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 | 6.343 | 8.169 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 252B | 4% |
| Annual Yield % from dividends | 1.44 | 1.99 | 72% |
| Returns for 1 year | 3.57 | 8.02 | 44% |
| Returns for 3 years | 30.31 | 36.80 | 82% |
| Returns for 5 years | 28.81 | 44.49 | 65% |
| Returns for 10 years | 57.98 | 81.14 | 71% |
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