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CBLRX vs RLBAX
CBLRX vs RLBAX Comparison
Open Charts CBLRX vs RLBAX
Columbia Balanced R
Price$48.34
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets8.93B
American Funds American Balanced R1
Price$32.64
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
CBLRX vs RLBAX Comparison Chart
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CBLRX vs. RLBAX commentary
Apr 18, 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 CBLRX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 225B vs. CBLRX (8.93B). CBLRX pays higher dividends than RLBAX: CBLRX (1.58) vs RLBAX (1.27). CBLRX was incepted earlier than RLBAX: CBLRX (15 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than CBLRX (1.18). CBLRX is a more actively managed with annual turnover of: 200.00 vs. RLBAX (171.00). CBLRX has a lower initial minimum investment than RLBAX: CBLRX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 1.76 vs. CBLRX (-1.02). RLBAX return over 5 years is better than : 27.60 vs. CBLRX (22.77).
| CBLRX | RLBAX | CBLRX / RLBAX | |
| Total Expense Ratio | 1.18 | 1.33 | 89% |
| Annual Report Gross Expense Ratio | 1.18 | 1.33 | 89% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -5.783 | -3.908 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 225B | 4% |
| Annual Yield % from dividends | 1.58 | 1.27 | 124% |
| Returns for 1 year | -1.02 | 1.76 | -58% |
| Returns for 3 years | 5.82 | 8.00 | 73% |
| Returns for 5 years | 22.77 | 27.60 | 83% |
| Returns for 10 years | 38.92 | 38.50 | 101% |
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