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CBALX vs RLBFX
CBALX vs RLBFX Comparison
Open Charts CBALX vs RLBFX
Columbia Balanced Inst
Price$55.49
Change-$0.16 (-0.29%)
VolumeN/A
Net Assets10.09B
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CBALX vs RLBFX Comparison Chart in %
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CBALX vs. RLBFX commentary
Aug 17, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. CBALX (10.1B). RLBFX pays higher dividends than CBALX: RLBFX (2.08) vs CBALX (1.87). CBALX was incepted earlier than RLBFX: CBALX (34 years) vs RLBFX (23 years). CBALX (0.68) is less costly to investors than RLBFX (0.29). CBALX is a more actively managed with annual turnover of: 200.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than CBALX: RLBFX (250) vs CBALX (2000). RLBFX annual gain was more profitable for investors over the last year : 8.29 vs. CBALX (6.35). RLBFX return over 5 years is better than : 39.76 vs. CBALX (28.54).
| CBALX | RLBFX | CBALX / RLBFX | |
| Total Expense Ratio | 0.68 | 0.29 | 234% |
| Annual Report Gross Expense Ratio | 0.68 | 0.29 | 234% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 9.303 | 9.922 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 256B | 4% |
| Annual Yield % from dividends | 1.87 | 2.08 | 90% |
| Returns for 1 year | 6.35 | 8.29 | 77% |
| Returns for 3 years | 26.67 | 30.56 | 87% |
| Returns for 5 years | 28.54 | 39.76 | 72% |
| Returns for 10 years | 66.27 | 69.21 | 96% |
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