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CBDYX vs RLBCX
CBDYX vs RLBCX Comparison
Open Charts CBDYX vs RLBCX
Columbia Balanced Inst3
Price$58.42
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets10.37B
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
CBDYX vs RLBCX Comparison Chart in %
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CBDYX vs. RLBCX commentary
Nov 14, 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: 269B vs. CBDYX (10.4B). CBDYX pays higher dividends than RLBCX: CBDYX (1.80) vs RLBCX (1.46). 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 : 9.58 vs. CBDYX (7.33). RLBCX return over 5 years is better than : 39.44 vs. CBDYX (28.96).
| 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 | 14.091 | 15.928 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 269B | 4% |
| Annual Yield % from dividends | 1.80 | 1.46 | 123% |
| Returns for 1 year | 7.33 | 9.58 | 77% |
| Returns for 3 years | 42.80 | 42.30 | 101% |
| Returns for 5 years | 28.96 | 39.44 | 73% |
| Returns for 10 years | 80.03 | 74.61 | 107% |
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