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CBALX vs RLBCX
CBALX vs RLBCX Comparison
Open Charts CBALX vs RLBCX
Columbia Balanced Inst
Price$56.28
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets10.11B
American Funds American Balanced R3
Price$38.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
CBALX vs RLBCX Comparison Chart in %
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CBALX vs. RLBCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. CBALX (10.1B). CBALX pays higher dividends than RLBCX: CBALX (1.76) vs RLBCX (1.46). 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 : 8.62 vs. CBALX (5.11). RLBCX return over 5 years is better than : 36.95 vs. CBALX (25.00).
| 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 | 11.174 | 13.744 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 263B | 4% |
| Annual Yield % from dividends | 1.76 | 1.46 | 120% |
| Returns for 1 year | 5.11 | 8.62 | 59% |
| Returns for 3 years | 39.16 | 39.76 | 98% |
| Returns for 5 years | 25.00 | 36.95 | 68% |
| Returns for 10 years | 69.90 | 67.89 | 103% |
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