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CLBFX vs CLREX
CLBFX vs CLREX Comparison
Open Charts CLBFX vs CLREX
American Funds American Balanced 529F
Price$38.21
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Columbia Balanced Inst2
Price$54.79
Change-$0.09 (-0.16%)
VolumeN/A
Net Assets10.11B
CLBFX vs CLREX Comparison Chart in %
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CLBFX vs. CLREX commentary
Feb 05, 2026
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 Hold and CLREX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. CLREX (10.1B). CLBFX pays higher dividends than CLREX: CLBFX (2.03) vs CLREX (1.81). CLBFX was incepted earlier than CLREX: CLBFX (23 years) vs CLREX (15 years). CLBFX (0.67) is less costly to investors than CLREX (0.62). CLREX is a more actively managed with annual turnover of: 160.00 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 : 11.50 vs. CLREX (7.12). CLBFX return over 5 years is better than : 38.44 vs. CLREX (19.98).
| CLBFX | CLREX | CLBFX / CLREX | |
| Total Expense Ratio | 0.67 | 0.62 | 108% |
| Annual Report Gross Expense Ratio | 0.67 | 0.62 | 108% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 2.464 | -0.109 | -2,256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.1B | 2,673% |
| Annual Yield % from dividends | 2.03 | 1.81 | 112% |
| Returns for 1 year | 11.50 | 7.12 | 162% |
| Returns for 3 years | 37.33 | 34.91 | 107% |
| Returns for 5 years | 38.44 | 19.98 | 192% |
| Returns for 10 years | 104.71 | 82.46 | 127% |
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