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CBALX vs RLBCX
CBALX vs RLBCX Comparison
Open Charts CBALX vs RLBCX
Columbia Balanced Inst
Price$56.88
Change-$0.72 (-1.25%)
VolumeN/A
Net Assets10.25B
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
CBALX vs RLBCX Comparison Chart in %
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CBALX vs. RLBCX commentary
Nov 14, 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: 269B vs. CBALX (10.2B). CBALX pays higher dividends than RLBCX: CBALX (1.76) vs RLBCX (1.46). 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 : 8.39 vs. CBALX (5.84). RLBCX return over 5 years is better than : 37.74 vs. CBALX (26.50).
| 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 | 12.579 | 14.512 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 269B | 4% |
| Annual Yield % from dividends | 1.76 | 1.46 | 120% |
| Returns for 1 year | 5.84 | 8.39 | 70% |
| Returns for 3 years | 41.34 | 41.39 | 100% |
| Returns for 5 years | 26.50 | 37.74 | 70% |
| Returns for 10 years | 74.12 | 70.87 | 105% |
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