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CLBCX vs CLREX
CLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREX
American Funds American Balanced 529C
Price$37.24
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
Columbia Balanced Inst2
Price$55.27
Change-$0.22 (-0.40%)
VolumeN/A
Net Assets10.08B
CLBCX vs CLREX Comparison Chart in %
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CLBCX vs. CLREX 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 CLBCX is a Buy and CLREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. CLREX (10.1B). CLREX pays higher dividends than CLBCX: CLREX (1.89) vs CLBCX (1.12). CLBCX was incepted earlier than CLREX: CLBCX (24 years) vs CLREX (14 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 : 5.99 vs. CLREX (4.88). CLBCX return over 5 years is better than : 34.19 vs. CLREX (27.47).
| 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 | 14 years | - |
| Gain YTD | 8.770 | 8.800 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 10.1B | 2,535% |
| Annual Yield % from dividends | 1.12 | 1.89 | 59% |
| Returns for 1 year | 5.99 | 4.88 | 123% |
| Returns for 3 years | 28.63 | 28.30 | 101% |
| Returns for 5 years | 34.19 | 27.47 | 124% |
| Returns for 10 years | 71.33 | 72.83 | 98% |
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