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CBALX vs RLBFX
CBALX vs RLBFX Comparison
Open Charts CBALX vs RLBFX
Columbia Balanced Inst
Price$52.66
Change+$0.22 (+0.42%)
VolumeN/A
Net Assets9.85B
American Funds American Balanced R5
Price$35.46
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
CBALX vs RLBFX Comparison Chart
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CBALX vs. RLBFX commentary
Jan 31, 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: 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 : 12.41 vs. CBALX (10.31). RLBFX return over 5 years is better than : 35.52 vs. CBALX (28.10).
| 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 | 2.771 | 3.111 | 89% |
| 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 | 10.31 | 12.41 | 83% |
| Returns for 3 years | 12.02 | 15.45 | 78% |
| Returns for 5 years | 28.10 | 35.52 | 79% |
| Returns for 10 years | 60.90 | 60.27 | 101% |
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