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CBDYX vs RLBCX
CBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCX
Columbia Balanced Inst3
Price$53.23
Change+$0.21 (+0.40%)
VolumeN/A
Net Assets9.6B
American Funds American Balanced R3
Price$35.58
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
CBDYX vs RLBCX Comparison Chart
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CBDYX vs. RLBCX commentary
Jun 07, 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 CBDYX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 243B vs. CBDYX (9.6B). CBDYX pays higher dividends than RLBCX: CBDYX (2.06) vs RLBCX (1.63). CBDYX was incepted earlier than RLBCX: CBDYX (13 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than CBDYX (0.60). CBDYX is a more actively managed with annual turnover of: 200.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than CBDYX: RLBCX (250) vs CBDYX (1000000). RLBCX annual gain was more profitable for investors over the last year : 6.77 vs. CBDYX (2.41). RLBCX return over 5 years is better than : 32.95 vs. CBDYX (27.07).
| CBDYX | RLBCX | CBDYX / RLBCX | |
| Total Expense Ratio | 0.60 | 0.89 | 67% |
| Annual Report Gross Expense Ratio | 0.60 | 0.89 | 67% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 2.559 | 4.555 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 243B | 4% |
| Annual Yield % from dividends | 2.06 | 1.63 | 126% |
| Returns for 1 year | 2.41 | 6.77 | 36% |
| Returns for 3 years | 21.58 | 21.28 | 101% |
| Returns for 5 years | 27.07 | 32.95 | 82% |
| Returns for 10 years | 57.93 | 56.45 | 103% |
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