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CFXRX vs CLBAX
CFXRX vs CLBAX Comparison
Open Charts CFXRX vs CLBAX
Columbia Flexible Capital Income Inst2
Price$14.28
Change-$0.10 (-0.70%)
VolumeN/A
Net Assets1.21B
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
CFXRX vs CLBAX Comparison Chart
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CFXRX vs. CLBAX commentary
Jun 16, 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 CFXRX is a Buy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. CFXRX (1.21B). CFXRX pays higher dividends than CLBAX: CFXRX (5.07) vs CLBAX (1.91). CFXRX was incepted earlier than CLBAX: CFXRX (13 years) vs CLBAX (23 years). CFXRX (0.86) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. CFXRX (36.00). 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 : 11.18 vs. CLBAX (5.26). CFXRX return over 5 years is better than : 46.14 vs. CLBAX (40.12).
| CFXRX | CLBAX | CFXRX / CLBAX | |
| Total Expense Ratio | 0.86 | 0.58 | 148% |
| Annual Report Gross Expense Ratio | 0.86 | 0.58 | 148% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 3.037 | 4.431 | 69% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 244B | 0% |
| Annual Yield % from dividends | 5.07 | 1.91 | 265% |
| Returns for 1 year | 11.18 | 5.26 | 212% |
| Returns for 3 years | 22.71 | 33.60 | 68% |
| Returns for 5 years | 46.14 | 40.12 | 115% |
| Returns for 10 years | 74.13 | 70.29 | 105% |
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