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CBALX vs RLBCX
CBALX vs RLBCX Comparison
Open Charts CBALX vs RLBCX
Columbia Balanced Inst
Price$51.34
Change-$0.65 (-1.25%)
VolumeN/A
Net Assets9.57B
American Funds American Balanced R3
Price$34.64
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
CBALX vs RLBCX Comparison Chart
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CBALX vs. RLBCX commentary
May 22, 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: 240B vs. CBALX (9.57B). CBALX pays higher dividends than RLBCX: CBALX (2.09) vs RLBCX (1.70). 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 : 3.98 vs. CBALX (2.90). RLBCX return over 5 years is better than : 36.15 vs. CBALX (31.66).
| 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 | 1.947 | 1.792 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.57B | 240B | 4% |
| Annual Yield % from dividends | 2.09 | 1.70 | 123% |
| Returns for 1 year | 2.90 | 3.98 | 73% |
| Returns for 3 years | 25.16 | 22.56 | 112% |
| Returns for 5 years | 31.66 | 36.15 | 88% |
| Returns for 10 years | 53.26 | 49.59 | 107% |
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