CBALX vs. CTCAX
Compare and contrast key facts about Columbia Balanced Fund (CBALX) and Columbia Global Technology Growth Fund Class A (CTCAX).
CBALX is managed by Columbia. It was launched on Sep 30, 1991. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
CBALX vs. CTCAX - Performance Comparison
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CBALX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBALX Columbia Balanced Fund | -3.50% | 14.14% | 14.60% | 21.49% | -16.63% | 14.92% | 17.91% | 23.05% | -5.75% | 14.29% |
CTCAX Columbia Global Technology Growth Fund Class A | -6.10% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Returns By Period
In the year-to-date period, CBALX achieves a -3.50% return, which is significantly higher than CTCAX's -6.10% return. Over the past 10 years, CBALX has underperformed CTCAX with an annualized return of 9.16%, while CTCAX has yielded a comparatively higher 20.80% annualized return.
CBALX
- 1D
- 1.95%
- 1M
- -3.48%
- YTD
- -3.50%
- 6M
- -1.90%
- 1Y
- 11.61%
- 3Y*
- 12.90%
- 5Y*
- 6.99%
- 10Y*
- 9.16%
CTCAX
- 1D
- 4.59%
- 1M
- -5.90%
- YTD
- -6.10%
- 6M
- -5.08%
- 1Y
- 32.32%
- 3Y*
- 25.70%
- 5Y*
- 12.94%
- 10Y*
- 20.80%
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CBALX vs. CTCAX - Expense Ratio Comparison
CBALX has a 0.67% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
CBALX vs. CTCAX — Risk / Return Rank
CBALX
CTCAX
CBALX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Balanced Fund (CBALX) and Columbia Global Technology Growth Fund Class A (CTCAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CBALX | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.24 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.84 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.30 | -0.75 |
Martin ratioReturn relative to average drawdown | 6.54 | 8.07 | -1.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CBALX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.24 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.50 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.84 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.71 | -0.03 |
Correlation
The correlation between CBALX and CTCAX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CBALX vs. CTCAX - Dividend Comparison
CBALX's dividend yield for the trailing twelve months is around 6.73%, more than CTCAX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBALX Columbia Balanced Fund | 6.73% | 6.42% | 7.83% | 1.84% | 5.36% | 9.26% | 5.31% | 4.16% | 5.82% | 2.79% | 1.60% | 4.05% |
CTCAX Columbia Global Technology Growth Fund Class A | 3.50% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Drawdowns
CBALX vs. CTCAX - Drawdown Comparison
The maximum CBALX drawdown since its inception was -34.53%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for CBALX and CTCAX.
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Drawdown Indicators
| CBALX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.53% | -61.04% | +26.51% |
Max Drawdown (1Y)Largest decline over 1 year | -7.87% | -14.43% | +6.56% |
Max Drawdown (5Y)Largest decline over 5 years | -20.91% | -39.55% | +18.64% |
Max Drawdown (10Y)Largest decline over 10 years | -22.73% | -39.55% | +16.82% |
Current DrawdownCurrent decline from peak | -4.73% | -10.51% | +5.78% |
Average DrawdownAverage peak-to-trough decline | -5.34% | -10.75% | +5.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 4.12% | -2.26% |
Volatility
CBALX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Balanced Fund (CBALX) is 3.84%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 8.94%. This indicates that CBALX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBALX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 8.94% | -5.10% |
Volatility (6M)Calculated over the trailing 6-month period | 6.44% | 16.85% | -10.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.58% | 27.31% | -15.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.08% | 25.88% | -14.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.31% | 24.70% | -13.39% |