Interact to see
Advertisement
Advertisement
CBDYX vs RLBCX
CBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCX
Columbia Balanced Inst3
Price$56.97
Change-$0.33 (-0.58%)
VolumeN/A
Net Assets10.17B
American Funds American Balanced R3
Price$38.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
CBDYX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBDYX vs. RLBCX commentary
Nov 20, 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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. CBDYX (10.2B). CBDYX pays higher dividends than RLBCX: CBDYX (1.80) vs RLBCX (1.46). 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 : 8.46 vs. CBDYX (5.66). RLBCX return over 5 years is better than : 36.24 vs. CBDYX (25.25).
| 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 | 11.259 | 13.420 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 263B | 4% |
| Annual Yield % from dividends | 1.80 | 1.46 | 123% |
| Returns for 1 year | 5.66 | 8.46 | 67% |
| Returns for 3 years | 39.68 | 39.37 | 101% |
| Returns for 5 years | 25.25 | 36.24 | 70% |
| Returns for 10 years | 71.83 | 67.41 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement