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CBALX vs RLBAX
CBALX vs RLBAX Comparison
Open Charts CBALX vs RLBAX
Columbia Balanced Inst
Price$56.22
Change+$0.26 (+0.46%)
VolumeN/A
Net Assets10.16B
American Funds American Balanced R1
Price$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
CBALX vs RLBAX Comparison Chart in %
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CBALX vs. RLBAX commentary
Sep 27, 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 Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 262B vs. CBALX (10.2B). CBALX pays higher dividends than RLBAX: CBALX (1.85) vs RLBAX (1.15). 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 : 7.27 vs. CBALX (5.59). RLBAX return over 5 years is better than : 40.00 vs. CBALX (32.80).
| 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 | 11.273 | 12.531 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 262B | 4% |
| Annual Yield % from dividends | 1.85 | 1.15 | 160% |
| Returns for 1 year | 5.59 | 7.27 | 77% |
| Returns for 3 years | 46.64 | 48.19 | 97% |
| Returns for 5 years | 32.80 | 40.00 | 82% |
| Returns for 10 years | 81.94 | 74.51 | 110% |