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CBDYX vs RLBCX
CBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCX
Columbia Balanced Inst3
Price$53.27
Change-$0.52 (-0.97%)
VolumeN/A
Net Assets9.85B
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
CBDYX vs RLBCX Comparison Chart
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CBDYX vs. RLBCX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B 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 annual gain was more profitable for investors over the last year : 8.85 vs. CBDYX (7.27). RLBCX return over 5 years is better than : 28.37 vs. CBDYX (25.57).
| 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 | 2.541 | 2.844 | 89% |
| 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 | 242B | 4% |
| Annual Yield % from dividends | 1.98 | 1.98 | 100% |
| Returns for 1 year | 7.27 | 8.85 | 82% |
| Returns for 3 years | 16.08 | 16.79 | 96% |
| Returns for 5 years | 25.57 | 28.37 | 90% |
| Returns for 10 years | 56.93 | 50.06 | 114% |
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