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CBDYX vs RLBGX
CBDYX vs RLBGX Comparison
Open Charts CBDYX vs RLBGX
Columbia Balanced Inst3
Price$52.33
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets9.51B
American Funds American Balanced R6
Price$34.94
Change-$0.09 (-0.26%)
VolumeN/A
Net Assets238.54B
CBDYX vs RLBGX Comparison Chart
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CBDYX vs. RLBGX commentary
May 15, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 239B vs. CBDYX (9.51B). RLBGX pays higher dividends than CBDYX: RLBGX (2.31) vs CBDYX (2.14). CBDYX was incepted earlier than RLBGX: CBDYX (13 years) vs RLBGX (16 years). CBDYX (0.60) is less costly to investors than RLBGX (0.25). CBDYX is a more actively managed with annual turnover of: 200.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than CBDYX: RLBGX (250) vs CBDYX (1000000). RLBGX annual gain was more profitable for investors over the last year : 6.50 vs. CBDYX (3.11). RLBGX return over 5 years is better than : 43.26 vs. CBDYX (34.09).
| CBDYX | RLBGX | CBDYX / RLBGX | |
| Total Expense Ratio | 0.60 | 0.25 | 240% |
| Annual Report Gross Expense Ratio | 0.60 | 0.25 | 240% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 0.683 | 2.382 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.51B | 239B | 4% |
| Annual Yield % from dividends | 2.14 | 2.31 | 92% |
| Returns for 1 year | 3.11 | 6.50 | 48% |
| Returns for 3 years | 22.32 | 23.71 | 94% |
| Returns for 5 years | 34.09 | 43.26 | 79% |
| Returns for 10 years | 53.23 | 55.54 | 96% |
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