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CBDYX vs RLBCX
CBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCX
Columbia Balanced Inst3
Price$55.65
Change-$1.94 (-3.37%)
VolumeN/A
Net Assets10.11B
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
CBDYX vs RLBCX Comparison Chart in %
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CBDYX vs. RLBCX commentary
Feb 04, 2026
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 Buy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. CBDYX (10.1B). CBDYX pays higher dividends than RLBCX: CBDYX (1.84) vs RLBCX (1.62). CBDYX was incepted earlier than RLBCX: CBDYX (13 years) vs RLBCX (24 years). RLBCX (0.89) is less costly to investors than CBDYX (0.57). CBDYX is a more actively managed with annual turnover of: 160.00 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 : 10.97 vs. CBDYX (7.25). RLBCX return over 5 years is better than : 33.82 vs. CBDYX (20.59).
| CBDYX | RLBCX | CBDYX / RLBCX | |
| Total Expense Ratio | 0.57 | 0.89 | 64% |
| Annual Report Gross Expense Ratio | 0.57 | 0.89 | 64% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -0.090 | 2.445 | -4% |
| 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 | 270B | 4% |
| Annual Yield % from dividends | 1.84 | 1.62 | 113% |
| Returns for 1 year | 7.25 | 10.97 | 66% |
| Returns for 3 years | 35.30 | 35.49 | 99% |
| Returns for 5 years | 20.59 | 33.82 | 61% |
| Returns for 10 years | 83.44 | 84.49 | 99% |
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