Ad is loading...
CBALX vs RLBFX
CBALX vs RLBFX Comparison
Open Charts CBALX vs RLBFX
Columbia Balanced Inst
Price$51.22
Change-$1.10 (-2.10%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
CBALX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CBALX vs. RLBFX commentary
Dec 19, 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 StrongBuy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. CBALX (9.85B). RLBFX pays higher dividends than CBALX: RLBFX (2.50) vs CBALX (1.93). CBALX was incepted earlier than RLBFX: CBALX (33 years) vs RLBFX (23 years). CBALX (171.00) and RLBFX (171.00) have comparable annual turnover. 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 : 12.81 vs. CBALX (11.82). RLBFX return over 5 years is better than : 34.29 vs. CBALX (28.98).
| CBALX | RLBFX | CBALX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 10.918 | 11.792 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.85B | 241B | 4% |
| Annual Yield % from dividends | 1.93 | 2.50 | 77% |
| Returns for 1 year | 11.82 | 12.81 | 92% |
| Returns for 3 years | 10.30 | 12.40 | 83% |
| Returns for 5 years | 28.98 | 34.29 | 85% |
| Returns for 10 years | 58.23 | 48.83 | 119% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| OBOR | 21.49 | -0.04 | -0.18% |
| KraneShares MSCI One Belt One Road ETF | |||
| DBEZ | 46.32 | -0.10 | -0.22% |
| Xtrackers MSCI Eurozone Hedged Eq ETF | |||
| LRGE | 77.85 | -0.20 | -0.26% |
| ClearBridge Large Cap Growth ESG ETF | |||
| PZT | 22.97 | -0.09 | -0.40% |
| Invesco New York AMT-Free Muni Bd ETF | |||
| ESML | 43.80 | -0.50 | -1.13% |
| iShares ESG Aware MSCI USA Small-Cap ETF | |||