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CBALX vs RLBFX
CBALX vs RLBFX Comparison
Open Charts CBALX vs RLBFX
Columbia Balanced Inst
Price$54.16
Change-$0.51 (-0.93%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.20
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
CBALX vs RLBFX Comparison Chart
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CBALX vs. RLBFX 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 236B vs. CBALX (9.72B). 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 (21.23) and CBALX (20.90) have marching annual gain over last year. RLBFX return over 5 years is better than : 36.52 vs. CBALX (31.68).
| 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 | 14.175 | 14.331 | 99% |
| 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 | 2.50 | 77% |
| Returns for 1 year | 20.90 | 21.23 | 98% |
| Returns for 3 years | 3.27 | 11.20 | 29% |
| Returns for 5 years | 31.68 | 36.52 | 87% |
| Returns for 10 years | 58.18 | 53.14 | 109% |
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