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CBALX vs RLBCX
CBALX vs RLBCX Comparison
Open Charts CBALX vs RLBCX
Columbia Balanced Inst
Price$55.49
Change-$0.16 (-0.29%)
VolumeN/A
Net Assets10.09B
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CBALX vs RLBCX Comparison Chart in %
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CBALX vs. RLBCX commentary
Aug 17, 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 StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 256B vs. CBALX (10.1B). CBALX pays higher dividends than RLBCX: CBALX (1.87) vs RLBCX (1.56). CBALX was incepted earlier than RLBCX: CBALX (34 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than CBALX (0.68). CBALX is a more actively managed with annual turnover of: 200.00 vs. RLBCX (44.00). 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 : 7.61 vs. CBALX (6.35). RLBCX return over 5 years is better than : 36.26 vs. CBALX (28.54).
| CBALX | RLBCX | CBALX / RLBCX | |
| Total Expense Ratio | 0.68 | 0.89 | 76% |
| Annual Report Gross Expense Ratio | 0.68 | 0.89 | 76% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 9.303 | 9.537 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 256B | 4% |
| Annual Yield % from dividends | 1.87 | 1.56 | 120% |
| Returns for 1 year | 6.35 | 7.61 | 83% |
| Returns for 3 years | 26.67 | 28.47 | 94% |
| Returns for 5 years | 28.54 | 36.26 | 79% |
| Returns for 10 years | 66.27 | 63.18 | 105% |
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