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CBALX vs RLBEX
CBALX vs RLBEX Comparison
Open Charts CBALX vs RLBEX
Columbia Balanced Inst
Price$54.16
Change-$0.51 (-0.93%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$36.07
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
CBALX vs RLBEX Comparison Chart
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CBALX vs. RLBEX commentary
Nov 18, 2024
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 StrongSell and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 236B vs. CBALX (9.72B). RLBEX pays higher dividends than CBALX: RLBEX (2.24) vs CBALX (1.93). CBALX was incepted earlier than RLBEX: CBALX (33 years) vs RLBEX (22 years). CBALX (171.00) and RLBEX (171.00) have comparable annual turnover. RLBEX has a lower initial minimum investment than CBALX: RLBEX (250) vs CBALX (2000). CBALX (20.90) and RLBEX (20.89) have marching annual gain over last year. RLBEX return over 5 years is better than : 35.63 vs. CBALX (31.68).
| CBALX | RLBEX | CBALX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 22 years | - |
| Gain YTD | 14.175 | 14.028 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.72B | 236B | 4% |
| Annual Yield % from dividends | 1.93 | 2.24 | 86% |
| Returns for 1 year | 20.90 | 20.89 | 100% |
| Returns for 3 years | 3.27 | 10.45 | 31% |
| Returns for 5 years | 31.68 | 35.63 | 89% |
| Returns for 10 years | 58.18 | 52.55 | 111% |
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