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CBALX vs RLBFX
CBALX vs RLBFX Comparison
Open Charts CBALX vs RLBFX
Columbia Balanced Inst
Price$47.87
Change-$1.16 (-2.37%)
VolumeN/A
Net Assets9.12B
American Funds American Balanced R5
Price$32.81
Change-$0.72 (-2.15%)
VolumeN/A
Net Assets228.54B
CBALX vs RLBFX Comparison Chart
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CBALX vs. RLBFX commentary
Apr 11, 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: 229B vs. CBALX (9.12B). RLBFX pays higher dividends than CBALX: RLBFX (2.26) vs CBALX (2.08). CBALX was incepted earlier than RLBFX: CBALX (34 years) vs RLBFX (23 years). CBALX (0.68) is less costly to investors than RLBFX (0.30). CBALX is a more actively managed with annual turnover of: 200.00 vs. RLBFX (171.00). 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 : 2.65 vs. CBALX (-0.29). RLBFX return over 5 years is better than : 38.55 vs. CBALX (31.15).
| CBALX | RLBFX | CBALX / RLBFX | |
| Total Expense Ratio | 0.68 | 0.30 | 227% |
| Annual Report Gross Expense Ratio | 0.68 | 0.30 | 227% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | -3.858 | -2.128 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.12B | 229B | 4% |
| Annual Yield % from dividends | 2.08 | 2.26 | 92% |
| Returns for 1 year | -0.29 | 2.65 | -11% |
| Returns for 3 years | 8.96 | 12.24 | 73% |
| Returns for 5 years | 31.15 | 38.55 | 81% |
| Returns for 10 years | 45.86 | 50.06 | 92% |
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