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CBDYX vs RLBCX
CBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCX
Columbia Balanced Inst3
Price$49.71
Change-$1.46 (-2.85%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
CBDYX vs RLBCX Comparison Chart
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CBDYX vs. RLBCX commentary
Apr 04, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. CBDYX (9.42B). 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). CBDYX annual gain was more profitable for investors over the last year : 1.92 vs. RLBCX (1.03). CBDYX (45.39) and RLBCX (44.21) have equivalent 5 years return.
| 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 | -1.019 | -2.233 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 235B | 4% |
| Annual Yield % from dividends | 2.13 | 1.69 | 126% |
| Returns for 1 year | 1.92 | 1.03 | 187% |
| Returns for 3 years | 8.84 | 8.35 | 106% |
| Returns for 5 years | 45.39 | 44.21 | 103% |
| Returns for 10 years | 52.78 | 45.29 | 117% |
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