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CBALX vs RLBCX
CBALX vs RLBCX Comparison
Open Charts CBALX vs RLBCX
Columbia Balanced Inst
Price$52.53
Change-$0.52 (-0.98%)
VolumeN/A
Net Assets9.85B
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
CBALX vs RLBCX Comparison Chart
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CBALX vs. RLBCX commentary
Feb 23, 2025
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 Buy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B 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 annual gain was more profitable for investors over the last year : 8.85 vs. CBALX (7.09). RLBCX return over 5 years is better than : 28.37 vs. CBALX (24.80).
| 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 | 2.518 | 2.844 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.85B | 242B | 4% |
| Annual Yield % from dividends | 1.93 | 1.98 | 98% |
| Returns for 1 year | 7.09 | 8.85 | 80% |
| Returns for 3 years | 15.64 | 16.79 | 93% |
| Returns for 5 years | 24.80 | 28.37 | 87% |
| Returns for 10 years | 55.19 | 50.06 | 110% |
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