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CBALX vs RLBAX
CBALX vs RLBAX Comparison
Open Charts CBALX vs RLBAX
Columbia Balanced Inst
Price$54.12
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets9.92B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
CBALX vs RLBAX Comparison Chart in %
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CBALX vs. RLBAX commentary
Jul 07, 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 CBALX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. CBALX (9.92B). CBALX pays higher dividends than RLBAX: CBALX (1.90) vs RLBAX (1.18). CBALX was incepted earlier than RLBAX: CBALX (34 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than CBALX (0.68). CBALX is a more actively managed with annual turnover of: 200.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than CBALX: RLBAX (250) vs CBALX (2000). RLBAX annual gain was more profitable for investors over the last year : 7.00 vs. CBALX (4.53). RLBAX return over 5 years is better than : 37.04 vs. CBALX (32.26).
| CBALX | RLBAX | CBALX / RLBAX | |
| Total Expense Ratio | 0.68 | 1.31 | 52% |
| Annual Report Gross Expense Ratio | 0.68 | 1.31 | 52% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 6.605 | 7.651 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 252B | 4% |
| Annual Yield % from dividends | 1.90 | 1.18 | 162% |
| Returns for 1 year | 4.53 | 7.00 | 65% |
| Returns for 3 years | 32.84 | 32.45 | 101% |
| Returns for 5 years | 32.26 | 37.04 | 87% |
| Returns for 10 years | 63.58 | 58.01 | 110% |
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