Interact to see
Advertisement
Advertisement
CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Columbia Balanced Inst2
Price$55.12
Change+$0.16 (+0.29%)
VolumeN/A
Net Assets10.06B
CLBFX vs CLREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. CLREX commentary
Jul 28, 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: 254B vs. CLREX (10.1B). 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 : 10.40 vs. CLREX (8.03). CLBFX return over 5 years is better than : 42.59 vs. CLREX (31.49).
| 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 | 9.111 | 8.505 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 10.1B | 2,515% |
| Annual Yield % from dividends | 1.99 | 1.93 | 103% |
| Returns for 1 year | 10.40 | 8.03 | 129% |
| Returns for 3 years | 36.42 | 33.75 | 108% |
| Returns for 5 years | 42.59 | 31.49 | 135% |
| Returns for 10 years | 81.10 | 66.54 | 122% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers