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CBDYX vs RLBFX
CBDYX vs RLBFX Comparison
Open Charts CBDYX vs RLBFX
Columbia Balanced Inst3
Price$53.23
Change+$0.21 (+0.40%)
VolumeN/A
Net Assets9.6B
American Funds American Balanced R5
Price$35.91
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
CBDYX vs RLBFX Comparison Chart
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CBDYX vs. RLBFX commentary
Jun 07, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 243B vs. CBDYX (9.6B). RLBFX pays higher dividends than CBDYX: RLBFX (2.18) vs CBDYX (2.06). CBDYX was incepted earlier than RLBFX: CBDYX (13 years) vs RLBFX (23 years). CBDYX (0.60) is less costly to investors than RLBFX (0.29). CBDYX is a more actively managed with annual turnover of: 200.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than CBDYX: RLBFX (250) vs CBDYX (1000000). RLBFX annual gain was more profitable for investors over the last year : 7.43 vs. CBDYX (2.41). RLBFX return over 5 years is better than : 36.46 vs. CBDYX (27.07).
| CBDYX | RLBFX | CBDYX / RLBFX | |
| Total Expense Ratio | 0.60 | 0.29 | 207% |
| Annual Report Gross Expense Ratio | 0.60 | 0.29 | 207% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 2.559 | 4.819 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 243B | 4% |
| Annual Yield % from dividends | 2.06 | 2.18 | 95% |
| Returns for 1 year | 2.41 | 7.43 | 32% |
| Returns for 3 years | 21.58 | 23.09 | 93% |
| Returns for 5 years | 27.07 | 36.46 | 74% |
| Returns for 10 years | 57.93 | 62.07 | 93% |
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