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CBALX vs RLBGX
CBALX vs RLBGX Comparison
Open Charts CBALX vs RLBGX
Columbia Balanced Inst
Price$54.12
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets9.92B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CBALX vs RLBGX Comparison Chart in %
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CBALX vs. RLBGX commentary
Jul 07, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. CBALX (9.92B). RLBGX pays higher dividends than CBALX: RLBGX (2.15) vs CBALX (1.90). CBALX was incepted earlier than RLBGX: CBALX (34 years) vs RLBGX (16 years). CBALX (0.68) is less costly to investors than RLBGX (0.25). CBALX is a more actively managed with annual turnover of: 200.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than CBALX: RLBGX (250) vs CBALX (2000). RLBGX annual gain was more profitable for investors over the last year : 8.24 vs. CBALX (4.53). RLBGX return over 5 years is better than : 43.50 vs. CBALX (32.26).
| CBALX | RLBGX | CBALX / RLBGX | |
| Total Expense Ratio | 0.68 | 0.25 | 272% |
| Annual Report Gross Expense Ratio | 0.68 | 0.25 | 272% |
| Fund Existence | 34 years | 16 years | - |
| Gain YTD | 6.605 | 8.259 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 252B | 4% |
| Annual Yield % from dividends | 1.90 | 2.15 | 89% |
| Returns for 1 year | 4.53 | 8.24 | 55% |
| Returns for 3 years | 32.84 | 36.31 | 90% |
| Returns for 5 years | 32.26 | 43.50 | 74% |
| Returns for 10 years | 63.58 | 68.54 | 93% |
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