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CBALX vs RLBEX
CBALX vs RLBEX Comparison
Open Charts CBALX vs RLBEX
Columbia Balanced Inst
Price$54.12
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets9.92B
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CBALX vs RLBEX Comparison Chart in %
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CBALX vs. RLBEX commentary
Jul 06, 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: 252B vs. CBALX (9.92B). CBALX (1.90) and RLBEX (1.83) 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 : 7.86 vs. CBALX (4.53). RLBEX return over 5 years is better than : 41.38 vs. CBALX (32.26).
| 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 | 6.605 | 8.064 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 252B | 4% |
| Annual Yield % from dividends | 1.90 | 1.83 | 104% |
| Returns for 1 year | 4.53 | 7.86 | 58% |
| Returns for 3 years | 32.84 | 35.05 | 94% |
| Returns for 5 years | 32.26 | 41.38 | 78% |
| Returns for 10 years | 63.58 | 67.17 | 95% |
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