Ad is loading...
CBDYX vs RLBGX
CBDYX vs RLBGX Comparison
Open Charts CBDYX vs RLBGX
Columbia Balanced Inst3
Price$49.37
Change+$0.55 (+1.13%)
VolumeN/A
Net Assets8.92B
American Funds American Balanced R6
Price$33.29
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
CBDYX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CBDYX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 225B vs. CBDYX (8.92B). 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). RLBGX annual gain was more profitable for investors over the last year : 2.00 vs. CBDYX (-1.04). RLBGX return over 5 years is better than : 34.55 vs. CBDYX (26.68).
| CBDYX | RLBGX | CBDYX / RLBGX | |
| Total Expense Ratio | 0.60 | 0.25 | 240% |
| Annual Report Gross Expense Ratio | 0.60 | 0.25 | 240% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | -5.565 | -3.697 | 151% |
| 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 | 2.31 | 92% |
| Returns for 1 year | -1.04 | 2.00 | -52% |
| Returns for 3 years | 10.14 | 12.98 | 78% |
| Returns for 5 years | 26.68 | 34.55 | 77% |
| Returns for 10 years | 43.80 | 46.24 | 95% |
View a ticker or compare two or three
VS
VS
Ad is loading...