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CLBCX vs CLREX
CLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREX
American Funds American Balanced 529C
Price$38.31
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Columbia Balanced Inst2
Price$54.79
Change-$0.09 (-0.16%)
VolumeN/A
Net Assets10.11B
CLBCX vs CLREX Comparison Chart in %
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CLBCX vs. CLREX 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 CLBCX is a Hold and CLREX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. CLREX (10.1B). CLREX pays higher dividends than CLBCX: CLREX (1.81) vs CLBCX (1.19). CLBCX was incepted earlier than CLREX: CLBCX (24 years) vs CLREX (15 years). CLBCX (1.35) is less costly to investors than CLREX (0.62). CLREX is a more actively managed with annual turnover of: 160.00 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 : 10.51 vs. CLREX (7.12). CLBCX return over 5 years is better than : 32.27 vs. CLREX (19.98).
| CLBCX | CLREX | CLBCX / CLREX | |
| Total Expense Ratio | 1.35 | 0.62 | 218% |
| Annual Report Gross Expense Ratio | 1.35 | 0.62 | 218% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 2.375 | -0.109 | -2,175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.1B | 2,673% |
| Annual Yield % from dividends | 1.19 | 1.81 | 65% |
| Returns for 1 year | 10.51 | 7.12 | 148% |
| Returns for 3 years | 33.67 | 34.91 | 96% |
| Returns for 5 years | 32.27 | 19.98 | 162% |
| Returns for 10 years | 86.26 | 82.46 | 105% |
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