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CBLRX vs CLBFX
CBLRX vs CLBFX Comparison
Open Charts CBLRX vs CLBFX
Columbia Balanced R
Price$55.23
Change+$0.16 (+0.29%)
VolumeN/A
Net Assets10.06B
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CBLRX vs CLBFX Comparison Chart in %
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CBLRX vs. CLBFX commentary
Jul 27, 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: 254B vs. CBLRX (10.1B). 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 : 10.40 vs. CBLRX (7.00). CLBFX return over 5 years is better than : 42.59 vs. CBLRX (27.85).
| 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 | 8.184 | 9.111 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 254B | 4% |
| Annual Yield % from dividends | 1.44 | 1.99 | 72% |
| Returns for 1 year | 7.00 | 10.40 | 67% |
| Returns for 3 years | 31.09 | 36.42 | 85% |
| Returns for 5 years | 27.85 | 42.59 | 65% |
| Returns for 10 years | 59.85 | 81.10 | 74% |