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CBDYX vs RLBCX
CBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCX
Columbia Balanced Inst3
Price$52.58
Change+$0.29 (+0.55%)
VolumeN/A
Net Assets9.75B
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
CBDYX vs RLBCX Comparison Chart
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CBDYX vs. RLBCX commentary
Jan 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. CBDYX (9.75B). 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 : 11.92 vs. CBDYX (10.52). RLBCX return over 5 years is better than : 28.12 vs. CBDYX (24.69).
| 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 | 1.213 | 1.935 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 240B | 4% |
| Annual Yield % from dividends | 1.98 | 1.98 | 100% |
| Returns for 1 year | 10.52 | 11.92 | 88% |
| Returns for 3 years | 10.37 | 11.58 | 89% |
| Returns for 5 years | 24.69 | 28.12 | 88% |
| Returns for 10 years | 60.99 | 53.41 | 114% |
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