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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$37.18
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
Columbia Balanced Inst2
Price$55.27
Change-$0.22 (-0.40%)
VolumeN/A
Net Assets10.08B
CLBFX vs CLREX Comparison Chart in %
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CLBFX vs. CLREX commentary
Aug 20, 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: 256B vs. CLREX (10.1B). CLBFX (1.97) and CLREX (1.89) 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 : 6.98 vs. CLREX (4.88). CLBFX return over 5 years is better than : 40.55 vs. CLREX (27.47).
| 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 | 9.435 | 8.800 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 10.1B | 2,535% |
| Annual Yield % from dividends | 1.97 | 1.89 | 104% |
| Returns for 1 year | 6.98 | 4.88 | 143% |
| Returns for 3 years | 32.26 | 28.30 | 114% |
| Returns for 5 years | 40.55 | 27.47 | 148% |
| Returns for 10 years | 88.40 | 72.83 | 121% |
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