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CBDYX vs RLBCX
CBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCX
Columbia Balanced Inst3
Price$52.33
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets9.51B
American Funds American Balanced R3
Price$34.67
Change-$0.09 (-0.26%)
VolumeN/A
Net Assets238.54B
CBDYX vs RLBCX Comparison Chart
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CBDYX vs. RLBCX commentary
May 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 CBDYX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 239B vs. CBDYX (9.51B). CBDYX pays higher dividends than RLBCX: CBDYX (2.14) vs RLBCX (1.70). 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 : 5.78 vs. CBDYX (3.11). RLBCX return over 5 years is better than : 39.30 vs. CBDYX (34.09).
| 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 | 0.683 | 2.145 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.51B | 239B | 4% |
| Annual Yield % from dividends | 2.14 | 1.70 | 126% |
| Returns for 1 year | 3.11 | 5.78 | 54% |
| Returns for 3 years | 22.32 | 21.75 | 103% |
| Returns for 5 years | 34.09 | 39.30 | 87% |
| Returns for 10 years | 53.23 | 49.81 | 107% |
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