Interact to see
Advertisement
Advertisement
CLBCX vs CLREX
CLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Columbia Balanced Inst2
Price$55.12
Change+$0.16 (+0.29%)
VolumeN/A
Net Assets10.06B
CLBCX vs CLREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. CLREX 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 CLBCX is a Buy and CLREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. CLREX (10.1B). CLREX pays higher dividends than CLBCX: CLREX (1.93) vs CLBCX (1.13). CLBCX was incepted earlier than CLREX: CLBCX (23 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 : 9.42 vs. CLREX (8.03). CLBCX return over 5 years is better than : 36.20 vs. CLREX (31.49).
| CLBCX | CLREX | CLBCX / CLREX | |
| Total Expense Ratio | 1.35 | 0.65 | 208% |
| Annual Report Gross Expense Ratio | 1.35 | 0.65 | 208% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 8.536 | 8.505 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 10.1B | 2,515% |
| Annual Yield % from dividends | 1.13 | 1.93 | 59% |
| Returns for 1 year | 9.42 | 8.03 | 117% |
| Returns for 3 years | 32.73 | 33.75 | 97% |
| Returns for 5 years | 36.20 | 31.49 | 115% |
| Returns for 10 years | 64.69 | 66.54 | 97% |