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CBDYX vs RLBGX
CBDYX vs RLBGX Comparison
Open Charts CBDYX vs RLBGX
Columbia Balanced Inst3
Price$53.23
Change+$0.21 (+0.40%)
VolumeN/A
Net Assets9.6B
American Funds American Balanced R6
Price$35.87
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
CBDYX vs RLBGX Comparison Chart
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CBDYX vs. RLBGX commentary
Jun 07, 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: 243B vs. CBDYX (9.6B). RLBGX pays higher dividends than CBDYX: RLBGX (2.23) vs CBDYX (2.06). 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 : 7.49 vs. CBDYX (2.41). RLBGX return over 5 years is better than : 36.69 vs. CBDYX (27.07).
| 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 | 2.559 | 4.838 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 243B | 4% |
| Annual Yield % from dividends | 2.06 | 2.23 | 93% |
| Returns for 1 year | 2.41 | 7.49 | 32% |
| Returns for 3 years | 21.58 | 23.19 | 93% |
| Returns for 5 years | 27.07 | 36.69 | 74% |
| Returns for 10 years | 57.93 | 62.42 | 93% |
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