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CBALX vs RLBEX
CBALX vs RLBEX Comparison
Open Charts CBALX vs RLBEX
Columbia Balanced Inst
Price$56.28
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets10.11B
American Funds American Balanced R4
Price$38.74
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
CBALX vs RLBEX Comparison Chart in %
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CBALX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. CBALX (10.1B). CBALX (1.76) and RLBEX (1.71) have matching dividends . CBALX was incepted earlier than RLBEX: CBALX (34 years) vs RLBEX (23 years). CBALX (0.68) is less costly to investors than RLBEX (0.59). CBALX is a more actively managed with annual turnover of: 200.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than CBALX: RLBEX (250) vs CBALX (2000). RLBEX annual gain was more profitable for investors over the last year : 8.98 vs. CBALX (5.11). RLBEX return over 5 years is better than : 38.72 vs. CBALX (25.00).
| CBALX | RLBEX | CBALX / RLBEX | |
| Total Expense Ratio | 0.68 | 0.59 | 115% |
| Annual Report Gross Expense Ratio | 0.68 | 0.59 | 115% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 11.174 | 14.042 | 80% |
| 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 | 1.71 | 103% |
| Returns for 1 year | 5.11 | 8.98 | 57% |
| Returns for 3 years | 39.16 | 41.02 | 95% |
| Returns for 5 years | 25.00 | 38.72 | 65% |
| Returns for 10 years | 69.90 | 73.32 | 95% |
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