Interact to see
Advertisement
Advertisement
CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$36.75
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
CLBFX vs CLREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX 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 CLBFX is a Buy and CLREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. CLREX (9.92B). CLBFX (1.99) and CLREX (1.93) have matching dividends . CLBFX was incepted earlier than CLREX: CLBFX (23 years) vs CLREX (14 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 : 8.02 vs. CLREX (4.58). CLBFX return over 5 years is better than : 44.49 vs. CLREX (32.49).
| 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 | 14 years | - |
| Gain YTD | 8.169 | 6.635 | 123% |
| 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 | 1.99 | 1.93 | 103% |
| Returns for 1 year | 8.02 | 4.58 | 175% |
| Returns for 3 years | 36.80 | 33.00 | 112% |
| Returns for 5 years | 44.49 | 32.49 | 137% |
| Returns for 10 years | 81.14 | 64.65 | 126% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SFLO | 27.25 | 0.16 | +0.60% |
| VictoryShares Small Cap Fr CA Flw ETF | |||
| JGRW | 26.74 | 0.15 | +0.56% |
| Jensen Quality Growth ETF | |||
| INFL | 42.45 | 0.11 | +0.26% |
| Horizon Kinetics Inflation Bnfcrs ETF | |||
| MBBB | 21.52 | -0.04 | -0.19% |
| VanEck Mdy's Aly BBB Corp Bd ETF | |||
| BGLD | 21.61 | -0.06 | -0.28% |
| FT Vest Gold Strategy Qt Buffer ETF | |||