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CBALX vs RLBCX
CBALX vs RLBCX Comparison
Open Charts CBALX vs RLBCX
Columbia Balanced Inst
Price$56.65
Change+$0.16 (+0.28%)
VolumeN/A
Net Assets10.25B
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
CBALX vs RLBCX Comparison Chart in %
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CBALX vs. RLBCX commentary
Oct 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. CBALX (10.2B). CBALX pays higher dividends than RLBCX: CBALX (1.79) vs RLBCX (1.49). CBALX was incepted earlier than RLBCX: CBALX (34 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than CBALX (0.68). CBALX is a more actively managed with annual turnover of: 200.00 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 : 8.34 vs. CBALX (6.09). RLBCX return over 5 years is better than : 40.24 vs. CBALX (29.05).
| 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 | 23 years | - |
| Gain YTD | 12.124 | 14.364 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 265B | 4% |
| Annual Yield % from dividends | 1.79 | 1.49 | 120% |
| Returns for 1 year | 6.09 | 8.34 | 73% |
| Returns for 3 years | 46.04 | 49.26 | 93% |
| Returns for 5 years | 29.05 | 40.24 | 72% |
| Returns for 10 years | 74.57 | 72.18 | 103% |
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