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CBALX vs RLBCX
CBALX vs RLBCX Comparison
Open Charts CBALX vs RLBCX
Columbia Balanced Inst
Price$51.22
Change-$1.10 (-2.10%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
CBALX vs RLBCX Comparison Chart
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CBALX vs. RLBCX commentary
Dec 19, 2024
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 CBALX is a StrongBuy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. CBALX (9.85B). RLBCX (1.98) and CBALX (1.93) have matching dividends . CBALX was incepted earlier than RLBCX: CBALX (33 years) vs RLBCX (23 years). CBALX (171.00) and RLBCX (171.00) have comparable annual turnover. RLBCX has a lower initial minimum investment than CBALX: RLBCX (250) vs CBALX (2000). RLBCX (12.29) and CBALX (11.82) have marching annual gain over last year. RLBCX return over 5 years is better than : 31.08 vs. CBALX (28.98).
| CBALX | RLBCX | CBALX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 10.918 | 11.296 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.85B | 241B | 4% |
| Annual Yield % from dividends | 1.93 | 1.98 | 98% |
| Returns for 1 year | 11.82 | 12.29 | 96% |
| Returns for 3 years | 10.30 | 11.08 | 93% |
| Returns for 5 years | 28.98 | 31.08 | 93% |
| Returns for 10 years | 58.23 | 44.10 | 132% |
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