CBLAX
Columbia Balanced Fund Class A
1W: -0.8%
1M: -1.2%
3M: -0.4%
YTD: +5.2%
1Y: +6.9%
3Y: +51.7%
5Y: +42.0%
$58.25
+0.30 (+0.52%)
Weekly Expected Move ±1.2%
$57
$57
$58
$59
$59
Similar ETFs
20 peers by holdings overlap (998 holdings)
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
56.5%
Shared77 holdings
Total500
AUM$2.1B
Price$21.44
HAVGX
Haverford Quality Growth Stock Fund
55.8%
Shared41 holdings
Total34
AUM$304M
Price$26.47
CAHEX
Calamos Hedged Equity Income Fund Class A
55.0%
Shared62 holdings
Total261
AUM$878M
Price$20.66
IBALX
Transamerica Multi-Managed Balanced Fund
54.6%
Shared43 holdings
Total162
AUM$1.5B
Price$37.30
JHQAX
JPMorgan Hedged Equity A
53.9%
Shared41 holdings
Total155
AUM$18.8B
Price$35.41
DLCEX
Dana Large Cap Equity Fund
53.6%
Shared41 holdings
Total51
AUM$70M
Price$23.79
SPFFX
Sphere 500 Climate Fund
53.5%
Shared61 holdings
Total366
AUM$45M
Price$34.59
GCPAX
Gateway Equity Call Premium A
53.3%
Shared45 holdings
Total266
AUM$346M
Price$24.51
SEEKX
Steward Values Enhanced Lg Cap A
53.2%
Shared69 holdings
Total404
AUM$325M
Price$43.85
VFTNX
Vanguard FTSE Social Index Fund Institutional Shares
53.1%
Shared58 holdings
Total386
AUM$28.3B
Price$53.44
ROGSX
Red Oak Technology Select Fund
53.0%
Shared28 holdings
Total28
AUM$843M
Price$65.74
PEOPX
BNY Mellon S&P 500 Index Fund
52.9%
Shared75 holdings
Total501
AUM$2.8B
Price$69.49
MYSPX
MainStay S&P 500 Index Fund Investor Class
52.9%
Shared75 holdings
Total502
AUM$2.1B
Price$82.12
SWPPX
Schwab S&P 500 Index Fund- Select Shares
52.9%
Shared75 holdings
Total500
AUM$148.8B
Price$19.95
DSPIX
BNY Mellon Institutional S&P 500 Stock Index Fund Class I
52.9%
Shared75 holdings
Total501
AUM$1.4B
Price$50.72
GRMAX
Nationwide S&P 500 Index Fund
52.9%
Shared75 holdings
Total502
AUM$1.8B
Price$34.16
VFINX
Vanguard 500 Index Fund
52.9%
Shared75 holdings
Total501
AUM$1.7T
Price$712.84
VINIX
Vanguard Institutional Index Fund Institutional Shares
52.8%
Shared75 holdings
Total501
AUM$360.4B
Price$618.19
NOSIX
Northern Stock Index Fund
52.8%
Shared75 holdings
Total501
AUM$20.0B
Price$76.88
SSPIX
SEI Institutional Managed Trust S&P 500 Index Fund Class F
52.8%
Shared75 holdings
Total501
AUM$1.1B
Price$114.75
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CBLAX | $10.2B | 78 | 26.0% | 15.2 | 4.3 | 4.1 | 32.9% | 27.2% | 1.28% | +21.0% | +41.6% | 55.6 | 6.4 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| CAHEX | $878M | 261 | 40.1% | 15.3 | 4.2 | 4.1 | 31.9% | 26.6% | 1.30% | +23.5% | +42.2% | 55.7 | 6.3 |
| IBALX | $1.5B | 162 | 24.5% | 15.4 | 4.3 | 4.2 | 32.3% | 27.1% | 1.28% | +23.8% | +41.6% | 60.3 | 6.3 |
| JHQAX | $18.8B | 155 | 37.8% | 15.2 | 4.1 | 3.9 | 30.9% | 26.0% | 1.36% | +22.0% | +37.7% | 60.0 | 6.3 |
| DLCEX | $70M | 51 | 119.5% | 14.6 | 4.3 | 4.1 | 34.7% | 28.0% | 1.22% | +17.2% | +38.1% | 55.3 | 6.5 |
| SPFFX | $45M | 366 | 42.0% | 15.7 | 4.5 | 4.2 | 32.6% | 26.6% | 1.22% | +24.9% | +35.9% | 57.1 | 6.3 |
| GCPAX | $346M | 266 | 37.4% | 14.3 | 3.9 | 3.9 | 30.8% | 26.9% | 1.46% | +21.4% | +37.1% | 53.9 | 6.2 |
| SEEKX | $325M | 404 | 38.2% | 15.2 | 4.2 | 4.1 | 31.7% | 26.7% | 1.32% | +23.2% | +42.6% | 56.9 | 6.3 |
| VFTNX | $28.3B | 386 | 44.4% | 15.0 | 4.5 | 4.4 | 34.7% | 29.5% | 1.20% | +23.6% | +38.8% | 57.1 | 6.3 |