Investment Test Drive

CBLBX Columbia Balanced B

2 lower fee alternatives found

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Fund CBLBX Columbia Balanced B VWELX Vanguard Wellington™ Inv LKBAX LKCM Balanced  
100% 89% 90%
Annual Fees
(1.79% Exp. Ratio)
(0.26% Exp. Ratio)
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$20,880.68 $33,201.23 $28,211.32
Est. savings over 30 yrs +$12,320.55 +$7,330.64
As of 11/30/16
1 YR RETURN 3.36%
3 YR 5.31%
5 YR 9.44%
10 YR 6.36%
1 YR RETURN 7.18%
3 YR 6.62%
5 YR 10.35%
10 YR 6.78%
1 YR RETURN 6.72%
3 YR 5.71%
5 YR 9.90%
10 YR 7.03%
The investment seeks high total return by investing in common stocks and debt securities. Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities (which include cash and cash equivalents) based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35% and 65% of its net assets in each asset class, and in any event will invest at least 25% and no more than 75% of its net assets in each asset class under normal circumstances.
The investment seeks to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.
The investment seeks current income and long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in a portfolio of equity and fixed income securities. It seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, strong market share positions, and/or attractive relative valuation.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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