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CBALX vs RLBCX
CBALX vs RLBCX Comparison
Open Charts CBALX vs RLBCX
Columbia Balanced Inst
Price$57.57
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets10.29B
American Funds American Balanced R3
Price$39.50
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
CBALX vs RLBCX Comparison Chart in %
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CBALX vs. RLBCX commentary
Dec 06, 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: 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 : 8.76 vs. CBALX (5.03). RLBCX return over 5 years is better than : 36.83 vs. CBALX (24.33).
| 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 | 13.945 | 16.578 | 84% |
| 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 | 5.03 | 8.76 | 57% |
| Returns for 3 years | 40.82 | 41.19 | 99% |
| Returns for 5 years | 24.33 | 36.83 | 66% |
| Returns for 10 years | 74.51 | 72.35 | 103% |
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