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CBALX vs RLBCX
CBALX vs RLBCX Comparison
Open Charts CBALX vs RLBCX
Columbia Balanced Inst
Price$55.23
Change+$0.13 (+0.24%)
VolumeN/A
Net Assets10.27B
American Funds American Balanced R3
Price$37.39
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets269.37B
CBALX vs RLBCX Comparison Chart in %
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CBALX vs. RLBCX commentary
Dec 26, 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. CBALX (10.3B). CBALX pays higher dividends than RLBCX: CBALX (1.76) vs RLBCX (1.44). CBALX was incepted earlier than RLBCX: CBALX (34 years) vs RLBCX (24 years). RLBCX (0.89) is less costly to investors than CBALX (0.68). CBALX is a more actively managed with annual turnover of: 160.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than CBALX: RLBCX (250) vs CBALX (2000). RLBCX annual gain was more profitable for investors over the last year : 8.88 vs. CBALX (7.65). RLBCX return over 5 years is better than : 32.94 vs. CBALX (23.86).
| CBALX | RLBCX | CBALX / RLBCX | |
| Total Expense Ratio | 0.68 | 0.89 | 76% |
| Annual Report Gross Expense Ratio | 0.68 | 0.89 | 76% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 9.313 | 10.350 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 269B | 4% |
| Annual Yield % from dividends | 1.76 | 1.44 | 122% |
| Returns for 1 year | 7.65 | 8.88 | 86% |
| Returns for 3 years | 43.87 | 36.46 | 120% |
| Returns for 5 years | 23.86 | 32.94 | 72% |
| Returns for 10 years | 72.58 | 70.46 | 103% |
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