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CBDYX vs RLBFX
CBDYX vs RLBFX Comparison
Open Charts CBDYX vs RLBFX
Columbia Balanced Inst3
Price$49.71
Change-$1.46 (-2.85%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
CBDYX vs RLBFX Comparison Chart
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CBDYX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. CBDYX (9.42B). RLBFX pays higher dividends than CBDYX: RLBFX (2.26) vs CBDYX (2.13). CBDYX was incepted earlier than RLBFX: CBDYX (12 years) vs RLBFX (23 years). CBDYX (0.60) is less costly to investors than RLBFX (0.30). CBDYX is a more actively managed with annual turnover of: 200.00 vs. RLBFX (171.00). RLBFX has a lower initial minimum investment than CBDYX: RLBFX (250) vs CBDYX (1000000). CBDYX annual gain was more profitable for investors over the last year : 1.80 vs. RLBFX (1.68). RLBFX return over 5 years is better than : 48.03 vs. CBDYX (44.99).
| CBDYX | RLBFX | CBDYX / RLBFX | |
| Total Expense Ratio | 0.60 | 0.30 | 200% |
| Annual Report Gross Expense Ratio | 0.60 | 0.30 | 200% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -1.290 | -2.099 | 61% |
| 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 | 2.26 | 95% |
| Returns for 1 year | 1.80 | 1.68 | 107% |
| Returns for 3 years | 9.15 | 9.95 | 92% |
| Returns for 5 years | 44.99 | 48.03 | 94% |
| Returns for 10 years | 52.98 | 50.46 | 105% |
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