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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$39.14
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Columbia Balanced Inst2
Price$57.12
Change+$0.42 (+0.74%)
VolumeN/A
Net Assets10.25B
CLBFX vs CLREX Comparison Chart in %
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CLBFX vs. CLREX commentary
Oct 21, 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 Buy and CLREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. CLREX (10.2B). CLBFX (1.89) and CLREX (1.81) 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 : 8.84 vs. CLREX (6.13). CLBFX return over 5 years is better than : 45.11 vs. CLREX (29.28).
| 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 | 14.767 | 12.159 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 10.2B | 2,608% |
| Annual Yield % from dividends | 1.89 | 1.81 | 104% |
| Returns for 1 year | 8.84 | 6.13 | 144% |
| Returns for 3 years | 52.03 | 46.20 | 113% |
| Returns for 5 years | 45.11 | 29.28 | 154% |
| Returns for 10 years | 91.64 | 75.71 | 121% |
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