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CBALX vs RLBFX
CBALX vs RLBFX Comparison
Open Charts CBALX vs RLBFX
Columbia Balanced Inst
Price$55.23
Change+$0.13 (+0.24%)
VolumeN/A
Net Assets10.27B
American Funds American Balanced R5
Price$37.71
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
CBALX vs RLBFX Comparison Chart in %
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CBALX vs. RLBFX 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. CBALX (10.3B). RLBFX pays higher dividends than CBALX: RLBFX (1.93) vs CBALX (1.76). CBALX was incepted earlier than RLBFX: CBALX (34 years) vs RLBFX (24 years). CBALX (0.68) is less costly to investors than RLBFX (0.29). CBALX is a more actively managed with annual turnover of: 160.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than CBALX: RLBFX (250) vs CBALX (2000). RLBFX annual gain was more profitable for investors over the last year : 9.43 vs. CBALX (7.65). RLBFX return over 5 years is better than : 36.27 vs. CBALX (23.86).
| CBALX | RLBFX | CBALX / RLBFX | |
| Total Expense Ratio | 0.68 | 0.29 | 234% |
| Annual Report Gross Expense Ratio | 0.68 | 0.29 | 234% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 9.313 | 10.862 | 86% |
| 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 | 1.93 | 91% |
| Returns for 1 year | 7.65 | 9.43 | 81% |
| Returns for 3 years | 43.87 | 38.80 | 113% |
| Returns for 5 years | 23.86 | 36.27 | 66% |
| Returns for 10 years | 72.58 | 77.06 | 94% |
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