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CBDYX vs RLBFX
CBDYX vs RLBFX Comparison
Open Charts CBDYX vs RLBFX
Columbia Balanced Inst3
Price$52.33
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets9.51B
American Funds American Balanced R5
Price$34.98
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets238.54B
CBDYX vs RLBFX Comparison Chart
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CBDYX vs. RLBFX commentary
May 15, 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: 239B vs. CBDYX (9.51B). RLBFX pays higher dividends than CBDYX: RLBFX (2.26) vs CBDYX (2.14). 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 : 6.44 vs. CBDYX (3.11). RLBFX return over 5 years is better than : 42.91 vs. CBDYX (34.09).
| 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 | 0.683 | 2.338 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.51B | 239B | 4% |
| Annual Yield % from dividends | 2.14 | 2.26 | 94% |
| Returns for 1 year | 3.11 | 6.44 | 48% |
| Returns for 3 years | 22.32 | 23.54 | 95% |
| Returns for 5 years | 34.09 | 42.91 | 79% |
| Returns for 10 years | 53.23 | 55.17 | 96% |