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CBALX vs RLBFX
CBALX vs RLBFX Comparison
Open Charts CBALX vs RLBFX
Columbia Balanced Inst
Price$56.28
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets10.11B
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
CBALX vs RLBFX Comparison Chart in %
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CBALX vs. RLBFX commentary
Nov 20, 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. CBALX (10.1B). RLBFX pays higher dividends than CBALX: RLBFX (1.97) vs CBALX (1.76). CBALX was incepted earlier than RLBFX: CBALX (34 years) vs RLBFX (24 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 : 9.32 vs. CBALX (5.11). RLBFX return over 5 years is better than : 40.53 vs. CBALX (25.00).
| 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 | 24 years | - |
| Gain YTD | 11.174 | 14.331 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 263B | 4% |
| Annual Yield % from dividends | 1.76 | 1.97 | 89% |
| Returns for 1 year | 5.11 | 9.32 | 55% |
| Returns for 3 years | 39.16 | 42.18 | 93% |
| Returns for 5 years | 25.00 | 40.53 | 62% |
| Returns for 10 years | 69.90 | 74.39 | 94% |
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