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CBDYX vs RLBCX
CBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCX
Columbia Balanced Inst3
Price$54.88
Change+$0.24 (+0.44%)
VolumeN/A
Net Assets9.92B
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CBDYX vs RLBCX Comparison Chart in %
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CBDYX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. CBDYX (9.92B). CBDYX pays higher dividends than RLBCX: CBDYX (1.95) vs RLBCX (1.57). CBDYX was incepted earlier than RLBCX: CBDYX (13 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than CBDYX (0.60). CBDYX is a more actively managed with annual turnover of: 200.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than CBDYX: RLBCX (250) vs CBDYX (1000000). RLBCX annual gain was more profitable for investors over the last year : 7.52 vs. CBDYX (4.71). RLBCX return over 5 years is better than : 39.59 vs. CBDYX (33.12).
| CBDYX | RLBCX | CBDYX / RLBCX | |
| Total Expense Ratio | 0.60 | 0.89 | 67% |
| Annual Report Gross Expense Ratio | 0.60 | 0.89 | 67% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 6.652 | 7.917 | 84% |
| 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 | 1.57 | 124% |
| Returns for 1 year | 4.71 | 7.52 | 63% |
| Returns for 3 years | 33.33 | 34.01 | 98% |
| Returns for 5 years | 33.12 | 39.59 | 84% |
| Returns for 10 years | 65.43 | 62.14 | 105% |
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