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CBALX vs RLBCX
CBALX vs RLBCX Comparison
Open Charts CBALX vs RLBCX
Columbia Balanced Inst
Price$54.16
Change-$0.51 (-0.93%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$35.90
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
CBALX vs RLBCX Comparison Chart
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CBALX vs. RLBCX commentary
Nov 18, 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 StrongSell and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. CBALX (9.72B). RLBCX (1.98) and CBALX (1.93) have matching dividends . CBALX was incepted earlier than RLBCX: CBALX (33 years) vs RLBCX (22 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). CBALX (20.90) and RLBCX (20.49) have marching annual gain over last year. RLBCX (33.23) and CBALX (31.68) have equivalent 5 years return.
| CBALX | RLBCX | CBALX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 22 years | - |
| Gain YTD | 14.175 | 13.748 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.72B | 236B | 4% |
| Annual Yield % from dividends | 1.93 | 1.98 | 98% |
| Returns for 1 year | 20.90 | 20.49 | 102% |
| Returns for 3 years | 3.27 | 9.74 | 34% |
| Returns for 5 years | 31.68 | 33.23 | 95% |
| Returns for 10 years | 58.18 | 48.12 | 121% |
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