CBDYX
Price
$49.71
Change
-$1.46 (-2.85%)
Updated
Apr 3 closing price
Net Assets
9.42B
RLBGX
Price
$33.50
Change
-$0.88 (-2.56%)
Updated
Apr 3 closing price
Net Assets
235.03B
Ad is loading...

CBDYX vs RLBGX

Header iconCBDYX vs RLBGX Comparison
Open Charts CBDYX vs RLBGXBanner chart's image
Columbia Balanced Inst3
Price$49.71
Change-$1.46 (-2.85%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R6
Price$33.50
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
CBDYX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CBDYX vs. RLBGX commentary
Apr 04, 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 RLBGX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 235B vs. CBDYX (9.42B). RLBGX pays higher dividends than CBDYX: RLBGX (2.31) vs CBDYX (2.13). CBDYX was incepted earlier than RLBGX: CBDYX (12 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 (171.00). RLBGX has a lower initial minimum investment than CBDYX: RLBGX (250) vs CBDYX (1000000). CBDYX annual gain was more profitable for investors over the last year : 1.80 vs. RLBGX (1.70). RLBGX return over 5 years is better than : 48.29 vs. CBDYX (44.99).
CBDYXRLBGXCBDYX / RLBGX
Total Expense Ratio0.600.25240%
Annual Report Gross Expense Ratio0.600.25240%
Fund Existence12 years16 years-
Gain YTD-1.290-2.08962%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets9.42B235B4%
Annual Yield % from dividends2.132.3192%
Returns for 1 year1.801.70106%
Returns for 3 years9.1510.0591%
Returns for 5 years44.9948.2993%
Returns for 10 years52.9850.83104%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AVPAX21.400.31
+1.47%
American Beacon Small Cp Val Inv
AICFX56.120.29
+0.52%
American Funds Invmt Co of Amer F1
NSIVX11.58N/A
N/A
North Square Altrinsic Intl Eq I
HWMAX50.78N/A
N/A
Hotchkis & Wiley Mid-Cap Value A
LMCYX32.15N/A
N/A
Lord Abbett Mid Cap Stock I