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CBALX vs RLBFX
CBALX vs RLBFX Comparison
Open Charts CBALX vs RLBFX
Columbia Balanced Inst
Price$56.65
Change+$0.16 (+0.28%)
VolumeN/A
Net Assets10.25B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
CBALX vs RLBFX Comparison Chart in %
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CBALX vs. RLBFX commentary
Oct 19, 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: 266B vs. CBALX (10.2B). RLBFX pays higher dividends than CBALX: RLBFX (2.00) vs CBALX (1.79). 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 : 9.05 vs. CBALX (6.09). RLBFX return over 5 years is better than : 43.90 vs. CBALX (29.05).
| 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 | 12.124 | 14.890 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 266B | 4% |
| Annual Yield % from dividends | 1.79 | 2.00 | 89% |
| Returns for 1 year | 6.09 | 9.05 | 67% |
| Returns for 3 years | 46.04 | 51.85 | 89% |
| Returns for 5 years | 29.05 | 43.90 | 66% |
| Returns for 10 years | 74.57 | 78.80 | 95% |
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