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CBALX vs RLBEX
CBALX vs RLBEX Comparison
Open Charts CBALX vs RLBEX
Columbia Balanced Inst
Price$47.87
Change-$1.16 (-2.37%)
VolumeN/A
Net Assets9.12B
American Funds American Balanced R4
Price$32.70
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
CBALX vs RLBEX Comparison Chart
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CBALX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 229B vs. CBALX (9.12B). CBALX pays higher dividends than RLBEX: CBALX (2.08) vs RLBEX (1.97). CBALX was incepted earlier than RLBEX: CBALX (34 years) vs RLBEX (23 years). CBALX (0.68) is less costly to investors than RLBEX (0.60). CBALX is a more actively managed with annual turnover of: 200.00 vs. RLBEX (171.00). 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 : 2.32 vs. CBALX (-0.29). RLBEX return over 5 years is better than : 36.76 vs. CBALX (31.15).
| CBALX | RLBEX | CBALX / RLBEX | |
| Total Expense Ratio | 0.68 | 0.60 | 113% |
| Annual Report Gross Expense Ratio | 0.68 | 0.60 | 113% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | -3.858 | -2.210 | 175% |
| 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 | 1.97 | 106% |
| Returns for 1 year | -0.29 | 2.32 | -12% |
| Returns for 3 years | 8.96 | 11.42 | 78% |
| Returns for 5 years | 31.15 | 36.76 | 85% |
| Returns for 10 years | 45.86 | 49.34 | 93% |
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