CBDYX
Price
$54.88
Change
+$0.24 (+0.44%)
Updated
Jul 3 closing price
Net Assets
9.92B
RLBCX
Price
$36.64
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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CBDYX vs RLBCX

Header iconCBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCXBanner chart's image
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.

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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).
CBDYXRLBCXCBDYX / RLBCX
Total Expense Ratio0.600.8967%
Annual Report Gross Expense Ratio0.600.8967%
Fund Existence13 years23 years-
Gain YTD6.6527.91784%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets9.92B252B4%
Annual Yield % from dividends1.951.57124%
Returns for 1 year4.717.5263%
Returns for 3 years33.3334.0198%
Returns for 5 years33.1239.5984%
Returns for 10 years65.4362.14105%
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