Interact to see
Advertisement
Advertisement
CBDYX vs RLBAX
CBDYX vs RLBAX Comparison
Open Charts CBDYX vs RLBAX
Columbia Balanced Inst3
Price$56.76
Change+$0.06 (+0.11%)
VolumeN/A
Net Assets10.13B
American Funds American Balanced R1
Price$37.74
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
CBDYX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBDYX vs. RLBAX commentary
Sep 09, 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 CBDYX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. CBDYX (10.1B). CBDYX pays higher dividends than RLBAX: CBDYX (1.89) vs RLBAX (1.15). CBDYX was incepted earlier than RLBAX: CBDYX (13 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than CBDYX (0.60). CBDYX is a more actively managed with annual turnover of: 200.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than CBDYX: RLBAX (250) vs CBDYX (1000000). RLBAX annual gain was more profitable for investors over the last year : 9.12 vs. CBDYX (6.91). RLBAX return over 5 years is better than : 35.40 vs. CBDYX (28.76).
| CBDYX | RLBAX | CBDYX / RLBAX | |
| Total Expense Ratio | 0.60 | 1.31 | 46% |
| Annual Report Gross Expense Ratio | 0.60 | 1.31 | 46% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 10.034 | 10.805 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 259B | 4% |
| Annual Yield % from dividends | 1.89 | 1.15 | 164% |
| Returns for 1 year | 6.91 | 9.12 | 76% |
| Returns for 3 years | 36.99 | 37.15 | 100% |
| Returns for 5 years | 28.76 | 35.40 | 81% |
| Returns for 10 years | 75.46 | 67.71 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EMBD | 23.73 | 0.22 | +0.94% |
| Global X Emerging Markets Bond ETF | |||
| BBRE | 95.66 | 0.85 | +0.90% |
| JPMorgan BetaBuilders MSCI US REIT ETF | |||
| ITDC | 33.29 | 0.09 | +0.26% |
| iShares LifePath Target Date 2035 ETF | |||
| NBGX | 27.48 | N/A | N/A |
| Neuberger Berman Growth ETF | |||
| MSTZ | 5.07 | -0.27 | -5.06% |
| T-REX 2X Inverse MSTR Daily Target ETF | |||