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CBLRX vs RLBCX
CBLRX vs RLBCX Comparison
Open Charts CBLRX vs RLBCX
Columbia Balanced R
Price$50.47
Change+$0.08 (+0.16%)
VolumeN/A
Net Assets9.27B
American Funds American Balanced R3
Price$34.14
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
CBLRX vs RLBCX Comparison Chart
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CBLRX vs. RLBCX commentary
May 09, 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: 234B vs. CBLRX (9.27B). RLBCX pays higher dividends than CBLRX: RLBCX (1.70) 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 (44.00). 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 : 4.39 vs. CBLRX (0.74). RLBCX return over 5 years is better than : 34.93 vs. CBLRX (26.14).
| 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 | -1.625 | 0.323 | -503% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.27B | 234B | 4% |
| Annual Yield % from dividends | 1.58 | 1.70 | 93% |
| Returns for 1 year | 0.74 | 4.39 | 17% |
| Returns for 3 years | 18.67 | 20.95 | 89% |
| Returns for 5 years | 26.14 | 34.93 | 75% |
| Returns for 10 years | 45.33 | 48.02 | 94% |
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