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CBDYX vs RLBFX
CBDYX vs RLBFX Comparison
Open Charts CBDYX vs RLBFX
Columbia Balanced Inst3
Price$49.37
Change+$0.55 (+1.13%)
VolumeN/A
Net Assets8.92B
American Funds American Balanced R5
Price$33.33
Change+$0.35 (+1.06%)
VolumeN/A
Net Assets224.6B
CBDYX vs RLBFX Comparison Chart
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CBDYX vs. RLBFX commentary
Apr 24, 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: 225B vs. CBDYX (8.92B). 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). RLBFX annual gain was more profitable for investors over the last year : 1.94 vs. CBDYX (-1.04). RLBFX return over 5 years is better than : 34.28 vs. CBDYX (26.68).
| 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 | -5.565 | -3.733 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.92B | 225B | 4% |
| Annual Yield % from dividends | 2.13 | 2.26 | 95% |
| Returns for 1 year | -1.04 | 1.94 | -53% |
| Returns for 3 years | 10.14 | 12.83 | 79% |
| Returns for 5 years | 26.68 | 34.28 | 78% |
| Returns for 10 years | 43.80 | 45.85 | 96% |
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