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CLREX vs RLBCX
CLREX vs RLBCX Comparison
Open Charts CLREX vs RLBCX
Columbia Balanced Inst2
Price$49.07
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
CLREX vs RLBCX Comparison Chart
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CLREX 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 CLREX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. CLREX (9.42B). CLREX pays higher dividends than RLBCX: CLREX (2.11) vs RLBCX (1.69). CLREX was incepted earlier than RLBCX: CLREX (14 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than CLREX (0.65). CLREX is a more actively managed with annual turnover of: 200.00 vs. RLBCX (171.00). CLREX has a lower initial minimum investment than RLBCX: CLREX (0) vs RLBCX (250). CLREX annual gain was more profitable for investors over the last year : 1.68 vs. RLBCX (1.03). CLREX (44.30) and RLBCX (44.21) have equivalent 5 years return.
| CLREX | RLBCX | CLREX / RLBCX | |
| Total Expense Ratio | 0.65 | 0.89 | 73% |
| Annual Report Gross Expense Ratio | 0.65 | 0.89 | 73% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -1.300 | -2.233 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 235B | 4% |
| Annual Yield % from dividends | 2.11 | 1.69 | 125% |
| Returns for 1 year | 1.68 | 1.03 | 163% |
| Returns for 3 years | 8.86 | 8.35 | 106% |
| Returns for 5 years | 44.30 | 44.21 | 100% |
| Returns for 10 years | 52.23 | 45.29 | 115% |
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