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CBDYX vs RLBFX
CBDYX vs RLBFX Comparison
Open Charts CBDYX vs RLBFX
Columbia Balanced Inst3
Price$53.27
Change-$0.52 (-0.97%)
VolumeN/A
Net Assets9.85B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
CBDYX vs RLBFX Comparison Chart
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CBDYX vs. RLBFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. CBDYX (9.85B). RLBFX pays higher dividends than CBDYX: RLBFX (2.50) vs CBDYX (1.98). CBDYX was incepted earlier than RLBFX: CBDYX (12 years) vs RLBFX (23 years). CBDYX (171.00) and RLBFX (171.00) have comparable annual turnover. 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 : 9.54 vs. CBDYX (7.27). RLBFX return over 5 years is better than : 31.70 vs. CBDYX (25.57).
| CBDYX | RLBFX | CBDYX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 2.541 | 2.908 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.85B | 242B | 4% |
| Annual Yield % from dividends | 1.98 | 2.50 | 79% |
| Returns for 1 year | 7.27 | 9.54 | 76% |
| Returns for 3 years | 16.08 | 18.32 | 88% |
| Returns for 5 years | 25.57 | 31.70 | 81% |
| Returns for 10 years | 56.93 | 55.11 | 103% |
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