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CBLRX vs CLBFX
CBLRX vs CLBFX Comparison
Open Charts CBLRX vs CLBFX
Columbia Balanced R
Price$56.75
Change+$0.16 (+0.28%)
VolumeN/A
Net Assets10.25B
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
CBLRX vs CLBFX Comparison Chart in %
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CBLRX vs. CLBFX 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 CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. CBLRX (10.2B). CLBFX pays higher dividends than CBLRX: CLBFX (1.89) vs CBLRX (1.45). 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 : 8.84 vs. CBLRX (5.58). CLBFX return over 5 years is better than : 45.11 vs. CBLRX (26.08).
| 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 | 11.685 | 14.767 | 79% |
| 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 | 1.89 | 77% |
| Returns for 1 year | 5.58 | 8.84 | 63% |
| Returns for 3 years | 43.88 | 52.03 | 84% |
| Returns for 5 years | 26.08 | 45.11 | 58% |
| Returns for 10 years | 69.13 | 91.64 | 75% |
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