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CLBCX vs CLREX
CLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Columbia Balanced Inst2
Price$56.27
Change+$0.26 (+0.46%)
VolumeN/A
Net Assets10.16B
CLBCX vs CLREX Comparison Chart in %
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CLBCX vs. CLREX commentary
Sep 29, 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 CLBCX is a Hold and CLREX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. CLREX (10.2B). CLREX pays higher dividends than CLBCX: CLREX (1.87) vs CLBCX (1.11). CLBCX was incepted earlier than CLREX: CLBCX (24 years) vs CLREX (15 years). CLBCX (1.35) is less costly to investors than CLREX (0.65). CLREX is a more actively managed with annual turnover of: 200.00 vs. CLBCX (44.00). CLREX has a lower initial minimum investment than CLBCX: CLREX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 7.19 vs. CLREX (5.62). CLBCX return over 5 years is better than : 40.81 vs. CLREX (33.06).
| CLBCX | CLREX | CLBCX / CLREX | |
| Total Expense Ratio | 1.35 | 0.65 | 208% |
| Annual Report Gross Expense Ratio | 1.35 | 0.65 | 208% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 12.421 | 11.308 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 10.2B | 2,578% |
| Annual Yield % from dividends | 1.11 | 1.87 | 59% |
| Returns for 1 year | 7.19 | 5.62 | 128% |
| Returns for 3 years | 48.53 | 46.84 | 104% |
| Returns for 5 years | 40.81 | 33.06 | 123% |
| Returns for 10 years | 81.37 | 83.18 | 98% |