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CBALX vs RLBFX
CBALX vs RLBFX Comparison
Open Charts CBALX vs RLBFX
Columbia Balanced Inst
Price$53.88
Change-$0.18 (-0.33%)
VolumeN/A
Net Assets9.89B
American Funds American Balanced R5
Price$36.80
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets252.32B
CBALX vs RLBFX Comparison Chart in %
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CBALX vs. RLBFX commentary
Jul 16, 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: 252B vs. CBALX (9.89B). RLBFX pays higher dividends than CBALX: RLBFX (2.10) vs CBALX (1.90). 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 : 6.34 vs. CBALX (2.92). RLBFX return over 5 years is better than : 40.35 vs. CBALX (29.15).
| 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 | 6.487 | 7.812 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.89B | 252B | 4% |
| Annual Yield % from dividends | 1.90 | 2.10 | 91% |
| Returns for 1 year | 2.92 | 6.34 | 46% |
| Returns for 3 years | 32.20 | 36.04 | 89% |
| Returns for 5 years | 29.15 | 40.35 | 72% |
| Returns for 10 years | 60.25 | 64.57 | 93% |
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