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CLBCX vs CLREX
CLBCX vs CLREX Comparison
Open Charts CLBCX vs CLREX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Columbia Balanced Inst2
Price$54.17
Change+$0.24 (+0.45%)
VolumeN/A
Net Assets9.92B
CLBCX vs CLREX Comparison Chart in %
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CLBCX vs. CLREX commentary
Jul 07, 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: 252B vs. CLREX (9.92B). 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 : 7.04 vs. CLREX (4.58). CLBCX return over 5 years is better than : 37.95 vs. CLREX (32.49).
| 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 | 7.660 | 6.635 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.92B | 2,541% |
| Annual Yield % from dividends | 1.13 | 1.93 | 59% |
| Returns for 1 year | 7.04 | 4.58 | 154% |
| Returns for 3 years | 33.08 | 33.00 | 100% |
| Returns for 5 years | 37.95 | 32.49 | 117% |
| Returns for 10 years | 64.69 | 64.65 | 100% |