Ad is loading...
CBLRX vs RLBCX
CBLRX vs RLBCX Comparison
Open Charts CBLRX vs RLBCX
Columbia Balanced R
Price$48.34
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets8.93B
American Funds American Balanced R3
Price$32.75
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
CBLRX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CBLRX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 225B vs. CBLRX (8.93B). RLBCX pays higher dividends than CBLRX: RLBCX (1.69) vs CBLRX (1.58). CBLRX was incepted earlier than RLBCX: CBLRX (15 years) vs RLBCX (23 years). CBLRX (1.18) is less costly to investors than RLBCX (0.89). CBLRX is a more actively managed with annual turnover of: 200.00 vs. RLBCX (171.00). CBLRX has a lower initial minimum investment than RLBCX: CBLRX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 2.26 vs. CBLRX (-1.02). RLBCX return over 5 years is better than : 30.02 vs. CBLRX (22.77).
| CBLRX | RLBCX | CBLRX / RLBCX | |
| Total Expense Ratio | 1.18 | 0.89 | 133% |
| Annual Report Gross Expense Ratio | 1.18 | 0.89 | 133% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -5.783 | -3.762 | 154% |
| 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 | 1.69 | 94% |
| Returns for 1 year | -1.02 | 2.26 | -45% |
| Returns for 3 years | 5.82 | 9.17 | 63% |
| Returns for 5 years | 22.77 | 30.02 | 76% |
| Returns for 10 years | 38.92 | 41.94 | 93% |
View a ticker or compare two or three
VS
VS
Ad is loading...