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CBALX vs RLBAX
CBALX vs RLBAX Comparison
Open Charts CBALX vs RLBAX
Columbia Balanced Inst
Price$55.44
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets10.09B
American Funds American Balanced R1
Price$37.05
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets255.64B
CBALX vs RLBAX Comparison Chart in %
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CBALX vs. RLBAX commentary
Aug 19, 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: 256B vs. CBALX (10.1B). CBALX pays higher dividends than RLBAX: CBALX (1.87) vs RLBAX (1.17). 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 : 6.97 vs. CBALX (6.00). RLBAX return over 5 years is better than : 33.83 vs. CBALX (28.20).
| 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 | 9.205 | 9.214 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 256B | 4% |
| Annual Yield % from dividends | 1.87 | 1.17 | 160% |
| Returns for 1 year | 6.00 | 6.97 | 86% |
| Returns for 3 years | 28.69 | 28.56 | 100% |
| Returns for 5 years | 28.20 | 33.83 | 83% |
| Returns for 10 years | 72.41 | 65.02 | 111% |
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