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CBALX vs RLBAX
CBALX vs RLBAX Comparison
Open Charts CBALX vs RLBAX
Columbia Balanced Inst
Price$52.41
Change-$0.48 (-0.91%)
VolumeN/A
Net Assets9.61B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
CBALX vs RLBAX Comparison Chart
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CBALX vs. RLBAX commentary
Jun 16, 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: 244B vs. CBALX (9.61B). CBALX pays higher dividends than RLBAX: CBALX (2.02) vs RLBAX (1.23). 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 : 4.45 vs. CBALX (1.64). RLBAX return over 5 years is better than : 34.05 vs. CBALX (30.08).
| 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 | 2.770 | 4.085 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 244B | 4% |
| Annual Yield % from dividends | 2.02 | 1.23 | 164% |
| Returns for 1 year | 1.64 | 4.45 | 37% |
| Returns for 3 years | 31.43 | 30.02 | 105% |
| Returns for 5 years | 30.08 | 34.05 | 88% |
| Returns for 10 years | 55.70 | 51.23 | 109% |
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