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CBLAX vs RLBCX
CBLAX vs RLBCX Comparison
Open Charts CBLAX vs RLBCX
Columbia Balanced A
Price$49.17
Change-$1.44 (-2.85%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
CBLAX vs RLBCX Comparison Chart
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CBLAX vs. RLBCX 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 CBLAX is a Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. CBLAX (9.42B). CBLAX pays higher dividends than RLBCX: CBLAX (1.83) vs RLBCX (1.69). CBLAX was incepted earlier than RLBCX: CBLAX (22 years) vs RLBCX (23 years). CBLAX (0.93) and RLBCX (0.89) have similar cost to investors . CBLAX is a more actively managed with annual turnover of: 200.00 vs. RLBCX (171.00). RLBCX has a lower initial minimum investment than CBLAX: RLBCX (250) vs CBLAX (2000). CBLAX annual gain was more profitable for investors over the last year : 1.53 vs. RLBCX (1.03). RLBCX (44.21) and CBLAX (42.98) have equivalent 5 years return.
| CBLAX | RLBCX | CBLAX / RLBCX | |
| Total Expense Ratio | 0.93 | 0.89 | 104% |
| Annual Report Gross Expense Ratio | 0.93 | 0.89 | 104% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -1.113 | -2.233 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 235B | 4% |
| Annual Yield % from dividends | 1.83 | 1.69 | 108% |
| Returns for 1 year | 1.53 | 1.03 | 149% |
| Returns for 3 years | 7.66 | 8.35 | 92% |
| Returns for 5 years | 42.98 | 44.21 | 97% |
| Returns for 10 years | 49.17 | 45.29 | 109% |
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