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CBALX vs RLBCX
CBALX vs RLBCX Comparison
Open Charts CBALX vs RLBCX
Columbia Balanced Inst
Price$47.87
Change-$1.16 (-2.37%)
VolumeN/A
Net Assets9.12B
American Funds American Balanced R3
Price$32.55
Change-$0.70 (-2.11%)
VolumeN/A
Net Assets228.54B
CBALX vs RLBCX Comparison Chart
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CBALX vs. RLBCX commentary
Apr 11, 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: 229B vs. CBALX (9.12B). CBALX pays higher dividends than RLBCX: CBALX (2.08) vs RLBCX (1.69). 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 (171.00). 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 : 2.00 vs. CBALX (-0.29). RLBCX return over 5 years is better than : 34.98 vs. CBALX (31.15).
| 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 | -3.858 | -2.292 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.12B | 229B | 4% |
| Annual Yield % from dividends | 2.08 | 1.69 | 123% |
| Returns for 1 year | -0.29 | 2.00 | -14% |
| Returns for 3 years | 8.96 | 10.59 | 85% |
| Returns for 5 years | 31.15 | 34.98 | 89% |
| Returns for 10 years | 45.86 | 44.91 | 102% |
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