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CBDYX vs RLBFX
CBDYX vs RLBFX Comparison
Open Charts CBDYX vs RLBFX
Columbia Balanced Inst3
Price$56.70
Change+$0.39 (+0.69%)
VolumeN/A
Net Assets10.14B
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
CBDYX vs RLBFX Comparison Chart in %
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CBDYX vs. RLBFX commentary
Sep 06, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 258B vs. CBDYX (10.1B). RLBFX pays higher dividends than CBDYX: RLBFX (2.05) vs CBDYX (1.89). 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 : 10.28 vs. CBDYX (7.06). RLBFX return over 5 years is better than : 41.46 vs. CBDYX (28.94).
| 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 | 10.189 | 11.562 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 258B | 4% |
| Annual Yield % from dividends | 1.89 | 2.05 | 92% |
| Returns for 1 year | 7.06 | 10.28 | 69% |
| Returns for 3 years | 37.19 | 40.92 | 91% |
| Returns for 5 years | 28.94 | 41.46 | 70% |
| Returns for 10 years | 75.70 | 78.40 | 97% |