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CBDYX vs RLEFX
CBDYX vs RLEFX Comparison
Open Charts CBDYX vs RLEFX
Columbia Balanced Inst3
Price$54.78
Change-$0.12 (-0.22%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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CBDYX vs RLEFX Comparison Chart
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CBDYX vs. RLEFX commentary
Sep 21, 2024
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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. CBDYX (9.74B). RLEFX pays higher dividends than CBDYX: RLEFX (2.42) vs CBDYX (1.98). CBDYX was incepted earlier than RLEFX: CBDYX (12 years) vs RLEFX (9 years). CBDYX (171.00) and RLEFX (171.00) have comparable annual turnover. RLEFX has a lower initial minimum investment than CBDYX: RLEFX (250) vs CBDYX (1000000). CBDYX (25.23) and RLEFX (24.64) have marching annual gain over last year. RLEFX return over 5 years is better than : 40.23 vs. CBDYX (35.93).
| CBDYX | RLEFX | CBDYX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 14.060 | 14.180 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.74B | 236B | 4% |
| Annual Yield % from dividends | 1.98 | 2.42 | 82% |
| Returns for 1 year | 25.23 | 24.64 | 102% |
| Returns for 3 years | 7.45 | 15.33 | 49% |
| Returns for 5 years | 35.93 | 40.23 | 89% |
| Returns for 10 years | 62.31 | N/A | - |
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