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CBDYX vs RLBFX
CBDYX vs RLBFX Comparison
Open Charts CBDYX vs RLBFX
Columbia Balanced Inst3
Price$58.38
Change+$0.21 (+0.36%)
VolumeN/A
Net Assets10.33B
American Funds American Balanced R5
Price$39.94
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
CBDYX vs RLBFX Comparison Chart in %
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CBDYX vs. RLBFX commentary
Dec 04, 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. CBDYX (10.3B). RLBFX pays higher dividends than CBDYX: RLBFX (1.93) vs CBDYX (1.81). CBDYX was incepted earlier than RLBFX: CBDYX (13 years) vs RLBFX (24 years). CBDYX (0.60) is less costly to investors than RLBFX (0.29). CBDYX is a more actively managed with annual turnover of: 200.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than CBDYX: RLBFX (250) vs CBDYX (1000000). RLBFX annual gain was more profitable for investors over the last year : 9.63 vs. CBDYX (5.16). RLBFX return over 5 years is better than : 40.86 vs. CBDYX (25.06).
| CBDYX | RLBFX | CBDYX / RLBFX | |
| Total Expense Ratio | 0.60 | 0.29 | 207% |
| Annual Report Gross Expense Ratio | 0.60 | 0.29 | 207% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 13.271 | 16.889 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 269B | 4% |
| Annual Yield % from dividends | 1.81 | 1.93 | 93% |
| Returns for 1 year | 5.16 | 9.63 | 54% |
| Returns for 3 years | 38.43 | 41.38 | 93% |
| Returns for 5 years | 25.06 | 40.86 | 61% |
| Returns for 10 years | 74.80 | 77.79 | 96% |
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