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CBALX vs RLBEX
CBALX vs RLBEX Comparison
Open Charts CBALX vs RLBEX
Columbia Balanced Inst
Price$56.65
Change+$0.16 (+0.28%)
VolumeN/A
Net Assets10.25B
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
CBALX vs RLBEX Comparison Chart in %
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CBALX vs. RLBEX commentary
Oct 19, 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 StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. CBALX (10.2B). CBALX (1.79) and RLBEX (1.74) 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 : 8.70 vs. CBALX (6.09). RLBEX return over 5 years is better than : 42.04 vs. CBALX (29.05).
| 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 | 12.124 | 14.631 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 266B | 4% |
| Annual Yield % from dividends | 1.79 | 1.74 | 103% |
| Returns for 1 year | 6.09 | 8.70 | 70% |
| Returns for 3 years | 46.04 | 50.52 | 91% |
| Returns for 5 years | 29.05 | 42.04 | 69% |
| Returns for 10 years | 74.57 | 77.69 | 96% |
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