Interact to see
Advertisement
Advertisement
CBDYX vs RLBAX
CBDYX vs RLBAX Comparison
Open Charts CBDYX vs RLBAX
Columbia Balanced Inst3
Price$54.88
Change+$0.24 (+0.44%)
VolumeN/A
Net Assets9.92B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
CBDYX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBDYX vs. RLBAX 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 CBDYX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. CBDYX (9.92B). CBDYX pays higher dividends than RLBAX: CBDYX (1.95) vs RLBAX (1.18). 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 : 7.00 vs. CBDYX (4.71). RLBAX return over 5 years is better than : 37.04 vs. CBDYX (33.12).
| 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 | 6.652 | 7.651 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 252B | 4% |
| Annual Yield % from dividends | 1.95 | 1.18 | 166% |
| Returns for 1 year | 4.71 | 7.00 | 67% |
| Returns for 3 years | 33.33 | 32.45 | 103% |
| Returns for 5 years | 33.12 | 37.04 | 89% |
| Returns for 10 years | 65.43 | 58.01 | 113% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement