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CFXRX vs CLBAX
CFXRX vs CLBAX Comparison
Open Charts CFXRX vs CLBAX
Columbia Flexible Capital Income Inst2
Price$15.69
Change+$0.69 (+4.60%)
VolumeN/A
Net Assets1.29B
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
CFXRX vs CLBAX Comparison Chart in %
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CFXRX vs. CLBAX commentary
Feb 05, 2026
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 CFXRX is a Buy and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. CFXRX (1.29B). CFXRX pays higher dividends than CLBAX: CFXRX (4.51) vs CLBAX (1.89). CFXRX was incepted earlier than CLBAX: CFXRX (13 years) vs CLBAX (24 years). CFXRX (0.83) is less costly to investors than CLBAX (0.58). CFXRX is a more actively managed with annual turnover of: 50.00 vs. CLBAX (44.00). CFXRX has a lower initial minimum investment than CLBAX: CFXRX (0) vs CLBAX (250). CFXRX annual gain was more profitable for investors over the last year : 14.15 vs. CLBAX (11.35). CLBAX return over 5 years is better than : 37.40 vs. CFXRX (33.77).
| CFXRX | CLBAX | CFXRX / CLBAX | |
| Total Expense Ratio | 0.83 | 0.58 | 143% |
| Annual Report Gross Expense Ratio | 0.83 | 0.58 | 143% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 4.045 | 2.460 | 164% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 270B | 0% |
| Annual Yield % from dividends | 4.51 | 1.89 | 238% |
| Returns for 1 year | 14.15 | 11.35 | 125% |
| Returns for 3 years | 34.10 | 36.75 | 93% |
| Returns for 5 years | 33.77 | 37.40 | 90% |
| Returns for 10 years | 138.71 | 100.85 | 138% |
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