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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Columbia Balanced Inst2
Price$56.27
Change+$0.26 (+0.46%)
VolumeN/A
Net Assets10.16B
CLBFX vs CLREX Comparison Chart in %
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CLBFX vs. CLREX commentary
Sep 29, 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 Hold and CLREX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. CLREX (10.2B). CLBFX (1.94) and CLREX (1.87) 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 : 7.93 vs. CLREX (5.62). CLBFX return over 5 years is better than : 47.10 vs. CLREX (33.06).
| 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 | 12.937 | 11.308 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 10.2B | 2,578% |
| Annual Yield % from dividends | 1.94 | 1.87 | 104% |
| Returns for 1 year | 7.93 | 5.62 | 141% |
| Returns for 3 years | 52.34 | 46.84 | 112% |
| Returns for 5 years | 47.10 | 33.06 | 142% |
| Returns for 10 years | 98.95 | 83.18 | 119% |
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