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CFXRX vs CLBAX
CFXRX vs CLBAX Comparison
Open Charts CFXRX vs CLBAX
Columbia Flexible Capital Income Inst2
Price$14.68
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.24B
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CFXRX vs CLBAX Comparison Chart in %
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CFXRX vs. CLBAX commentary
Jul 28, 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 Hold and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. CFXRX (1.24B). CFXRX pays higher dividends than CLBAX: CFXRX (4.91) vs CLBAX (1.84). 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 : 12.67 vs. CLBAX (10.23). CFXRX return over 5 years is better than : 48.19 vs. CLBAX (41.42).
| 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 | 7.228 | 9.013 | 80% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 254B | 0% |
| Annual Yield % from dividends | 4.91 | 1.84 | 267% |
| Returns for 1 year | 12.67 | 10.23 | 124% |
| Returns for 3 years | 25.89 | 35.76 | 72% |
| Returns for 5 years | 48.19 | 41.42 | 116% |
| Returns for 10 years | 87.47 | 77.58 | 113% |
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