Ad is loading...
CBDYX vs RLBCX
CBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCX
Columbia Balanced Inst3
Price$51.93
Change-$1.11 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
CBDYX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CBDYX vs. RLBCX commentary
Dec 19, 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 CBDYX is a StrongBuy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. CBDYX (9.85B). CBDYX (1.98) and RLBCX (1.98) have matching dividends . CBDYX was incepted earlier than RLBCX: CBDYX (12 years) vs RLBCX (23 years). CBDYX (171.00) and RLBCX (171.00) have comparable annual turnover. RLBCX has a lower initial minimum investment than CBDYX: RLBCX (250) vs CBDYX (1000000). RLBCX (12.29) and CBDYX (11.99) have marching annual gain over last year. RLBCX (31.08) and CBDYX (29.75) have equivalent 5 years return.
| CBDYX | RLBCX | CBDYX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 11.073 | 11.296 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.85B | 241B | 4% |
| Annual Yield % from dividends | 1.98 | 1.98 | 100% |
| Returns for 1 year | 11.99 | 12.29 | 98% |
| Returns for 3 years | 10.70 | 11.08 | 96% |
| Returns for 5 years | 29.75 | 31.08 | 96% |
| Returns for 10 years | 60.00 | 44.10 | 136% |
View a ticker or compare two or three
VS
VS
Ad is loading...