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CBALX vs RLBEX
CBALX vs RLBEX Comparison
Open Charts CBALX vs RLBEX
Columbia Balanced Inst
Price$51.34
Change-$0.65 (-1.25%)
VolumeN/A
Net Assets9.57B
American Funds American Balanced R4
Price$34.81
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
CBALX vs RLBEX Comparison Chart
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CBALX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 240B vs. CBALX (9.57B). CBALX pays higher dividends than RLBEX: CBALX (2.09) vs RLBEX (1.98). 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 : 4.29 vs. CBALX (2.90). RLBEX return over 5 years is better than : 37.92 vs. CBALX (31.66).
| 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 | 1.947 | 1.888 | 103% |
| 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 | 1.98 | 106% |
| Returns for 1 year | 2.90 | 4.29 | 68% |
| Returns for 3 years | 25.16 | 23.41 | 107% |
| Returns for 5 years | 31.66 | 37.92 | 84% |
| Returns for 10 years | 53.26 | 54.17 | 98% |
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