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CLBCX vs CLREX
CLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREX
American Funds American Balanced 529C
Price$39.24
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Columbia Balanced Inst2
Price$57.12
Change+$0.42 (+0.74%)
VolumeN/A
Net Assets10.25B
CLBCX vs CLREX Comparison Chart in %
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CLBCX vs. CLREX commentary
Oct 21, 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 Buy and CLREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. CLREX (10.2B). CLREX pays higher dividends than CLBCX: CLREX (1.81) vs CLBCX (1.06). 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 : 7.87 vs. CLREX (6.13). CLBCX return over 5 years is better than : 38.56 vs. CLREX (29.28).
| 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 | 13.912 | 12.159 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 10.2B | 2,608% |
| Annual Yield % from dividends | 1.06 | 1.81 | 58% |
| Returns for 1 year | 7.87 | 6.13 | 128% |
| Returns for 3 years | 47.86 | 46.20 | 104% |
| Returns for 5 years | 38.56 | 29.28 | 132% |
| Returns for 10 years | 74.34 | 75.71 | 98% |
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