Ad is loading...
CBDRX vs RLEFX
CBDRX vs RLEFX Comparison
Open Charts CBDRX vs RLEFX
Columbia Balanced Adv
Price$54.77
Change-$0.12 (-0.22%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CBDRX vs RLEFX Comparison Chart
Loading...
CBDRX vs. RLEFX commentary
Sep 21, 2024
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 CBDRX is a StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. CBDRX (9.74B). RLEFX pays higher dividends than CBDRX: RLEFX (2.42) vs CBDRX (1.90). CBDRX was incepted earlier than RLEFX: CBDRX (12 years) vs RLEFX (9 years). CBDRX (171.00) and RLEFX (171.00) have comparable annual turnover. RLEFX has a lower initial minimum investment than CBDRX: RLEFX (250) vs CBDRX (2000). CBDRX (25.17) and RLEFX (24.64) have marching annual gain over last year. RLEFX return over 5 years is better than : 40.23 vs. CBDRX (35.49).
| CBDRX | RLEFX | CBDRX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 13.995 | 14.180 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.74B | 236B | 4% |
| Annual Yield % from dividends | 1.90 | 2.42 | 79% |
| Returns for 1 year | 25.17 | 24.64 | 102% |
| Returns for 3 years | 7.18 | 15.33 | 47% |
| Returns for 5 years | 35.49 | 40.23 | 88% |
| Returns for 10 years | 61.26 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...