Interact to see
Advertisement
Advertisement
CBDYX vs RLBFX
CBDYX vs RLBFX Comparison
Open Charts CBDYX vs RLBFX
Columbia Balanced Inst3
Price$56.75
Change-$0.17 (-0.30%)
VolumeN/A
Net Assets10.19B
American Funds American Balanced R5
Price$38.46
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
CBDYX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBDYX vs. RLBFX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. CBDYX (10.2B). RLBFX pays higher dividends than CBDYX: RLBFX (2.05) vs CBDYX (1.89). 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 : 8.44 vs. CBDYX (5.89). RLBFX return over 5 years is better than : 45.92 vs. CBDYX (33.46).
| 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 | 11.161 | 13.067 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 263B | 4% |
| Annual Yield % from dividends | 1.89 | 2.05 | 92% |
| Returns for 1 year | 5.89 | 8.44 | 70% |
| Returns for 3 years | 46.44 | 51.71 | 90% |
| Returns for 5 years | 33.46 | 45.92 | 73% |
| Returns for 10 years | 83.84 | 86.17 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement