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CBDYX vs RLBCX
CBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCX
Columbia Balanced Inst3
Price$49.37
Change+$0.55 (+1.13%)
VolumeN/A
Net Assets8.92B
American Funds American Balanced R3
Price$33.05
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
CBDYX vs RLBCX Comparison Chart
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CBDYX vs. RLBCX commentary
Apr 24, 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: 225B vs. CBDYX (8.92B). CBDYX pays higher dividends than RLBCX: CBDYX (2.13) vs RLBCX (1.69). CBDYX was incepted earlier than RLBCX: CBDYX (12 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 (171.00). 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 : 1.33 vs. CBDYX (-1.04). RLBCX return over 5 years is better than : 30.89 vs. CBDYX (26.68).
| CBDYX | RLBCX | CBDYX / RLBCX | |
| Total Expense Ratio | 0.60 | 0.89 | 67% |
| Annual Report Gross Expense Ratio | 0.60 | 0.89 | 67% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -5.565 | -3.879 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.92B | 225B | 4% |
| Annual Yield % from dividends | 2.13 | 1.69 | 126% |
| Returns for 1 year | -1.04 | 1.33 | -78% |
| Returns for 3 years | 10.14 | 11.21 | 90% |
| Returns for 5 years | 26.68 | 30.89 | 86% |
| Returns for 10 years | 43.80 | 40.86 | 107% |
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