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CFXRX vs CLBAX
CFXRX vs CLBAX Comparison
Open Charts CFXRX vs CLBAX
Columbia Flexible Capital Income Inst2
Price$14.72
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.24B
American Funds American Balanced 529A
Price$37.22
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.61B
CFXRX vs CLBAX Comparison Chart in %
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CFXRX vs. CLBAX commentary
Aug 20, 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: 256B vs. CFXRX (1.24B). CFXRX pays higher dividends than CLBAX: CFXRX (4.88) vs CLBAX (1.82). CFXRX was incepted earlier than CLBAX: CFXRX (13 years) vs CLBAX (24 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 : 11.44 vs. CLBAX (7.81). CFXRX return over 5 years is better than : 43.59 vs. CLBAX (39.89).
| 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 | 24 years | - |
| Gain YTD | 7.447 | 9.717 | 77% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 256B | 0% |
| Annual Yield % from dividends | 4.88 | 1.82 | 268% |
| Returns for 1 year | 11.44 | 7.81 | 147% |
| Returns for 3 years | 20.18 | 32.09 | 63% |
| Returns for 5 years | 43.59 | 39.89 | 109% |
| Returns for 10 years | 94.51 | 85.38 | 111% |
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