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CBDYX vs RLBFX
CBDYX vs RLBFX Comparison
Open Charts CBDYX vs RLBFX
Columbia Balanced Inst3
Price$54.79
Change+$0.15 (+0.27%)
VolumeN/A
Net Assets9.86B
American Funds American Balanced R5
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
CBDYX vs RLBFX Comparison Chart in %
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CBDYX vs. RLBFX commentary
Jul 17, 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: 251B vs. CBDYX (9.86B). RLBFX pays higher dividends than CBDYX: RLBFX (2.10) vs CBDYX (1.95). 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 : 5.97 vs. CBDYX (2.30). RLBFX return over 5 years is better than : 40.37 vs. CBDYX (29.25).
| 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 | 6.186 | 8.017 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.86B | 251B | 4% |
| Annual Yield % from dividends | 1.95 | 2.10 | 93% |
| Returns for 1 year | 2.30 | 5.97 | 39% |
| Returns for 3 years | 32.26 | 36.30 | 89% |
| Returns for 5 years | 29.25 | 40.37 | 72% |
| Returns for 10 years | 61.56 | 64.89 | 95% |
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