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CBLRX vs RLBFX
CBLRX vs RLBFX Comparison
Open Charts CBLRX vs RLBFX
Columbia Balanced R
Price$50.46
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R5
Price$34.41
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
CBLRX vs RLBFX Comparison Chart
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CBLRX vs. RLBFX commentary
May 11, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. CBLRX (9.28B). RLBFX pays higher dividends than CBLRX: RLBFX (2.26) vs CBLRX (1.58). CBLRX was incepted earlier than RLBFX: CBLRX (15 years) vs RLBFX (23 years). CBLRX (1.18) is less costly to investors than RLBFX (0.29). CBLRX is a more actively managed with annual turnover of: 200.00 vs. RLBFX (44.00). CBLRX has a lower initial minimum investment than RLBFX: CBLRX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 4.53 vs. CBLRX (0.43). RLBFX return over 5 years is better than : 38.35 vs. CBLRX (26.31).
| CBLRX | RLBFX | CBLRX / RLBFX | |
| Total Expense Ratio | 1.18 | 0.29 | 407% |
| Annual Report Gross Expense Ratio | 1.18 | 0.29 | 407% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -1.488 | 0.441 | -338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 234B | 4% |
| Annual Yield % from dividends | 1.58 | 2.26 | 70% |
| Returns for 1 year | 0.43 | 4.53 | 9% |
| Returns for 3 years | 18.28 | 22.43 | 81% |
| Returns for 5 years | 26.31 | 38.35 | 69% |
| Returns for 10 years | 45.80 | 53.51 | 86% |
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