CBALX vs. VOO
Compare and contrast key facts about Columbia Balanced Fund (CBALX) and Vanguard S&P 500 ETF (VOO).
CBALX is managed by Columbia Threadneedle. It was launched on Sep 30, 1991. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CBALX or VOO.
Correlation
The correlation between CBALX and VOO is 0.97, 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.
Performance
CBALX vs. VOO - Performance Comparison
Key characteristics
CBALX:
0.11
VOO:
0.56
CBALX:
0.23
VOO:
0.92
CBALX:
1.04
VOO:
1.13
CBALX:
0.09
VOO:
0.58
CBALX:
0.26
VOO:
2.25
CBALX:
5.55%
VOO:
4.83%
CBALX:
13.17%
VOO:
19.11%
CBALX:
-35.45%
VOO:
-33.99%
CBALX:
-9.17%
VOO:
-7.55%
Returns By Period
In the year-to-date period, CBALX achieves a -1.31% return, which is significantly higher than VOO's -3.28% return. Over the past 10 years, CBALX has underperformed VOO with an annualized return of 4.76%, while VOO has yielded a comparatively higher 12.40% annualized return.
CBALX
-1.31%
8.24%
-7.40%
1.39%
5.43%
4.76%
VOO
-3.28%
13.71%
-4.52%
10.70%
15.89%
12.40%
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CBALX vs. VOO - Expense Ratio Comparison
CBALX has a 0.67% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CBALX vs. VOO — Risk-Adjusted Performance Rank
CBALX
VOO
CBALX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Balanced Fund (CBALX) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
CBALX vs. VOO - Dividend Comparison
CBALX's dividend yield for the trailing twelve months is around 7.96%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBALX Columbia Balanced Fund | 7.96% | 7.83% | 1.84% | 5.36% | 9.26% | 5.31% | 4.16% | 5.82% | 2.79% | 1.60% | 4.05% | 4.76% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CBALX vs. VOO - Drawdown Comparison
The maximum CBALX drawdown since its inception was -35.45%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CBALX and VOO. For additional features, visit the drawdowns tool.
Volatility
CBALX vs. VOO - Volatility Comparison
The current volatility for Columbia Balanced Fund (CBALX) is 6.75%, while Vanguard S&P 500 ETF (VOO) has a volatility of 11.03%. This indicates that CBALX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.