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CBDYX vs RLBCX
CBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCX
Columbia Balanced Inst3
Price$55.85
Change+$0.17 (+0.31%)
VolumeN/A
Net Assets10.06B
American Funds American Balanced R3
Price$36.95
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CBDYX vs RLBCX Comparison Chart in %
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CBDYX vs. RLBCX commentary
Jul 28, 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: 254B vs. CBDYX (10.1B). 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 : 9.89 vs. CBDYX (8.15). RLBCX return over 5 years is better than : 37.80 vs. CBDYX (32.14).
| 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 | 8.537 | 8.830 | 97% |
| 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 | 254B | 4% |
| Annual Yield % from dividends | 1.95 | 1.57 | 124% |
| Returns for 1 year | 8.15 | 9.89 | 82% |
| Returns for 3 years | 34.12 | 33.65 | 101% |
| Returns for 5 years | 32.14 | 37.80 | 85% |
| Returns for 10 years | 67.40 | 62.13 | 108% |
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