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CBALX vs RLBCX
CBALX vs RLBCX Comparison
Open Charts CBALX vs RLBCX
Columbia Balanced Inst
Price$54.83
Change-$1.95 (-3.43%)
VolumeN/A
Net Assets10.11B
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
CBALX vs RLBCX Comparison Chart in %
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CBALX vs. RLBCX commentary
Feb 05, 2026
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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. CBALX (10.1B). CBALX pays higher dividends than RLBCX: CBALX (1.79) vs RLBCX (1.62). CBALX was incepted earlier than RLBCX: CBALX (34 years) vs RLBCX (24 years). RLBCX (0.89) is less costly to investors than CBALX (0.66). 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 : 10.97 vs. CBALX (7.09). RLBCX return over 5 years is better than : 33.82 vs. CBALX (19.76).
| CBALX | RLBCX | CBALX / RLBCX | |
| Total Expense Ratio | 0.66 | 0.89 | 74% |
| Annual Report Gross Expense Ratio | 0.66 | 0.89 | 74% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | -0.109 | 2.445 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 270B | 4% |
| Annual Yield % from dividends | 1.79 | 1.62 | 110% |
| Returns for 1 year | 7.09 | 10.97 | 65% |
| Returns for 3 years | 34.79 | 35.49 | 98% |
| Returns for 5 years | 19.76 | 33.82 | 58% |
| Returns for 10 years | 81.21 | 84.49 | 96% |
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