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CFIZX vs CLBAX
CFIZX vs CLBAX Comparison
Open Charts CFIZX vs CLBAX
Columbia Flexible Capital Income Inst
Price$14.78
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets1.26B
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
CFIZX vs CLBAX Comparison Chart in %
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CFIZX vs. CLBAX commentary
Sep 09, 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 CFIZX is a Buy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. CFIZX (1.26B). CFIZX pays higher dividends than CLBAX: CFIZX (4.79) vs CLBAX (1.80). CFIZX was incepted earlier than CLBAX: CFIZX (14 years) vs CLBAX (24 years). CFIZX (0.89) is less costly to investors than CLBAX (0.58). CFIZX is a more actively managed with annual turnover of: 50.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than CFIZX: CLBAX (250) vs CFIZX (2000). CFIZX annual gain was more profitable for investors over the last year : 12.42 vs. CLBAX (11.72). CFIZX return over 5 years is better than : 45.18 vs. CLBAX (42.50).
| CFIZX | CLBAX | CFIZX / CLBAX | |
| Total Expense Ratio | 0.89 | 0.58 | 153% |
| Annual Report Gross Expense Ratio | 0.89 | 0.58 | 153% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 9.386 | 11.803 | 80% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 259B | 0% |
| Annual Yield % from dividends | 4.79 | 1.80 | 267% |
| Returns for 1 year | 12.42 | 11.72 | 106% |
| Returns for 3 years | 24.99 | 38.19 | 65% |
| Returns for 5 years | 45.18 | 42.50 | 106% |
| Returns for 10 years | 96.94 | 89.77 | 108% |
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