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CBDYX vs RLBFX
CBDYX vs RLBFX Comparison
Open Charts CBDYX vs RLBFX
Columbia Balanced Inst3
Price$51.93
Change-$1.11 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
CBDYX vs RLBFX Comparison Chart
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CBDYX vs. RLBFX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B 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 : 12.81 vs. CBDYX (11.99). RLBFX return over 5 years is better than : 34.29 vs. CBDYX (29.75).
| 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 | 11.073 | 11.792 | 94% |
| 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 | 241B | 4% |
| Annual Yield % from dividends | 1.98 | 2.50 | 79% |
| Returns for 1 year | 11.99 | 12.81 | 94% |
| Returns for 3 years | 10.70 | 12.40 | 86% |
| Returns for 5 years | 29.75 | 34.29 | 87% |
| Returns for 10 years | 60.00 | 48.83 | 123% |
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