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CBALX vs RLBCX
CBALX vs RLBCX Comparison
Open Charts CBALX vs RLBCX
Columbia Balanced Inst
Price$51.85
Change+$0.28 (+0.54%)
VolumeN/A
Net Assets9.75B
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
CBALX vs RLBCX Comparison Chart
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CBALX vs. RLBCX commentary
Jan 19, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. CBALX (9.75B). 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 : 11.92 vs. CBALX (10.33). RLBCX return over 5 years is better than : 28.12 vs. CBALX (23.93).
| 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 | 1.190 | 1.935 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 240B | 4% |
| Annual Yield % from dividends | 1.93 | 1.98 | 98% |
| Returns for 1 year | 10.33 | 11.92 | 87% |
| Returns for 3 years | 9.95 | 11.58 | 86% |
| Returns for 5 years | 23.93 | 28.12 | 85% |
| Returns for 10 years | 59.22 | 53.41 | 111% |
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