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CBALX vs RLBFX
CBALX vs RLBFX Comparison
Open Charts CBALX vs RLBFX
Columbia Balanced Inst
Price$51.34
Change-$0.65 (-1.25%)
VolumeN/A
Net Assets9.57B
American Funds American Balanced R5
Price$34.94
Change-$0.40 (-1.13%)
VolumeN/A
Net Assets240.4B
CBALX vs RLBFX Comparison Chart
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CBALX vs. RLBFX commentary
May 22, 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. CBALX (9.57B). RLBFX pays higher dividends than CBALX: RLBFX (2.26) vs CBALX (2.09). 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 : 4.59 vs. CBALX (2.90). RLBFX return over 5 years is better than : 39.65 vs. CBALX (31.66).
| 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 | 1.947 | 1.988 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.57B | 240B | 4% |
| Annual Yield % from dividends | 2.09 | 2.26 | 92% |
| Returns for 1 year | 2.90 | 4.59 | 63% |
| Returns for 3 years | 25.16 | 24.32 | 103% |
| Returns for 5 years | 31.66 | 39.65 | 80% |
| Returns for 10 years | 53.26 | 54.88 | 97% |
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