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CBLRX vs CLBFX
CBLRX vs CLBFX Comparison
Open Charts CBLRX vs CLBFX
Columbia Balanced R
Price$52.52
Change-$0.49 (-0.92%)
VolumeN/A
Net Assets9.61B
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
CBLRX vs CLBFX Comparison Chart
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CBLRX vs. CLBFX commentary
Jun 15, 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: 244B vs. CBLRX (9.61B). CLBFX pays higher dividends than CBLRX: CLBFX (2.07) vs CBLRX (1.53). 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 : 5.44 vs. CBLRX (0.70). CLBFX return over 5 years is better than : 41.30 vs. CBLRX (26.80).
| 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 | 2.534 | 4.519 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 244B | 4% |
| Annual Yield % from dividends | 1.53 | 2.07 | 74% |
| Returns for 1 year | 0.70 | 5.44 | 13% |
| Returns for 3 years | 28.95 | 34.29 | 84% |
| Returns for 5 years | 26.80 | 41.30 | 65% |
| Returns for 10 years | 50.56 | 73.68 | 69% |
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