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CBALX vs RLBFX
CBALX vs RLBFX Comparison
Open Charts CBALX vs RLBFX
Columbia Balanced Inst
Price$52.41
Change-$0.48 (-0.91%)
VolumeN/A
Net Assets9.61B
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
CBALX vs RLBFX Comparison Chart
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CBALX vs. RLBFX commentary
Jun 15, 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: 244B vs. CBALX (9.61B). RLBFX pays higher dividends than CBALX: RLBFX (2.18) vs CBALX (2.02). 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 : 5.61 vs. CBALX (1.64). RLBFX return over 5 years is better than : 40.09 vs. CBALX (30.08).
| 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 | 2.770 | 4.560 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 244B | 4% |
| Annual Yield % from dividends | 2.02 | 2.18 | 92% |
| Returns for 1 year | 1.64 | 5.61 | 29% |
| Returns for 3 years | 31.43 | 33.66 | 93% |
| Returns for 5 years | 30.08 | 40.09 | 75% |
| Returns for 10 years | 55.70 | 60.51 | 92% |
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