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CBDYX vs RLBCX
CBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCX
Columbia Balanced Inst3
Price$57.45
Change+$0.16 (+0.28%)
VolumeN/A
Net Assets10.25B
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
CBDYX vs RLBCX Comparison Chart in %
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CBDYX vs. RLBCX commentary
Oct 19, 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: 266B vs. CBDYX (10.2B). CBDYX pays higher dividends than RLBCX: CBDYX (1.83) vs RLBCX (1.49). 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 : 8.34 vs. CBDYX (6.26). RLBCX return over 5 years is better than : 40.24 vs. CBDYX (29.89).
| 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 | 12.197 | 14.364 | 85% |
| 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 | 266B | 4% |
| Annual Yield % from dividends | 1.83 | 1.49 | 123% |
| Returns for 1 year | 6.26 | 8.34 | 75% |
| Returns for 3 years | 46.57 | 49.26 | 95% |
| Returns for 5 years | 29.89 | 40.24 | 74% |
| Returns for 10 years | 76.60 | 72.18 | 106% |
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