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CBALX vs RLBGX
CBALX vs RLBGX Comparison
Open Charts CBALX vs RLBGX
Columbia Balanced Inst
Price$52.41
Change-$0.48 (-0.91%)
VolumeN/A
Net Assets9.61B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
CBALX vs RLBGX Comparison Chart
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CBALX vs. RLBGX commentary
Jun 16, 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: 244B vs. CBALX (9.61B). RLBGX pays higher dividends than CBALX: RLBGX (2.23) vs CBALX (2.02). 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 : 5.63 vs. CBALX (1.64). RLBGX return over 5 years is better than : 40.35 vs. CBALX (30.08).
| 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 | 2.770 | 4.592 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 244B | 4% |
| Annual Yield % from dividends | 2.02 | 2.23 | 90% |
| Returns for 1 year | 1.64 | 5.63 | 29% |
| Returns for 3 years | 31.43 | 33.78 | 93% |
| Returns for 5 years | 30.08 | 40.35 | 75% |
| Returns for 10 years | 55.70 | 60.87 | 92% |
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