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CBDYX vs RLBCX
CBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCX
Columbia Balanced Inst3
Price$56.27
Change-$0.16 (-0.28%)
VolumeN/A
Net Assets10.13B
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CBDYX vs RLBCX Comparison Chart in %
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CBDYX vs. RLBCX commentary
Aug 16, 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 StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 256B vs. CBDYX (10.1B). CBDYX pays higher dividends than RLBCX: CBDYX (1.91) vs RLBCX (1.56). 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 : 7.61 vs. CBDYX (6.81). RLBCX return over 5 years is better than : 36.26 vs. CBDYX (29.72).
| 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 | 9.664 | 9.537 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 256B | 4% |
| Annual Yield % from dividends | 1.91 | 1.56 | 123% |
| Returns for 1 year | 6.81 | 7.61 | 89% |
| Returns for 3 years | 27.50 | 28.47 | 97% |
| Returns for 5 years | 29.72 | 36.26 | 82% |
| Returns for 10 years | 68.60 | 63.18 | 109% |
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