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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Columbia Balanced Inst2
Price$57.61
Change+$0.21 (+0.37%)
VolumeN/A
Net Assets10.33B
CLBFX vs CLREX Comparison Chart in %
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CLBFX vs. CLREX commentary
Dec 05, 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 CLBFX is a StrongBuy and CLREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. CLREX (10.3B). CLBFX (1.83) and CLREX (1.79) have matching dividends . CLBFX was incepted earlier than CLREX: CLBFX (23 years) vs CLREX (15 years). CLBFX (0.67) and CLREX (0.65) have similar cost to investors . CLREX is a more actively managed with annual turnover of: 200.00 vs. CLBFX (44.00). CLREX has a lower initial minimum investment than CLBFX: CLREX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 9.92 vs. CLREX (5.74). CLBFX return over 5 years is better than : 41.82 vs. CLREX (24.53).
| CLBFX | CLREX | CLBFX / CLREX | |
| Total Expense Ratio | 0.67 | 0.65 | 103% |
| Annual Report Gross Expense Ratio | 0.67 | 0.65 | 103% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 17.277 | 13.959 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 10.3B | 2,612% |
| Annual Yield % from dividends | 1.83 | 1.79 | 102% |
| Returns for 1 year | 9.92 | 5.74 | 173% |
| Returns for 3 years | 42.21 | 38.96 | 108% |
| Returns for 5 years | 41.82 | 24.53 | 171% |
| Returns for 10 years | 91.38 | 75.05 | 122% |
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