CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
CLREX
Price
$54.17
Change
+$0.24 (+0.45%)
Updated
Jul 3 closing price
Net Assets
9.92B
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CLBFX vs CLREX

Header iconCLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREXBanner chart's image
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 %
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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.

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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).
CLBFXCLREXCLBFX / CLREX
Total Expense Ratio0.670.65103%
Annual Report Gross Expense Ratio0.670.65103%
Fund Existence23 years14 years-
Gain YTD8.1696.635123%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B9.92B2,541%
Annual Yield % from dividends1.991.93103%
Returns for 1 year8.024.58175%
Returns for 3 years36.8033.00112%
Returns for 5 years44.4932.49137%
Returns for 10 years81.1464.65126%
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