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CBALX vs RLBCX
CBALX vs RLBCX Comparison
Open Charts CBALX vs RLBCX
Columbia Balanced Inst
Price$54.12
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets9.92B
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CBALX vs RLBCX Comparison Chart in %
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CBALX vs. RLBCX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. CBALX (9.92B). CBALX pays higher dividends than RLBCX: CBALX (1.90) vs RLBCX (1.57). 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 : 7.52 vs. CBALX (4.53). RLBCX return over 5 years is better than : 39.59 vs. CBALX (32.26).
| 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 | 6.605 | 7.917 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 252B | 4% |
| Annual Yield % from dividends | 1.90 | 1.57 | 121% |
| Returns for 1 year | 4.53 | 7.52 | 60% |
| Returns for 3 years | 32.84 | 34.01 | 97% |
| Returns for 5 years | 32.26 | 39.59 | 81% |
| Returns for 10 years | 63.58 | 62.14 | 102% |
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