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CBDYX vs RLBFX
CBDYX vs RLBFX Comparison
Open Charts CBDYX vs RLBFX
Columbia Balanced Inst3
Price$56.08
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets10.28B
American Funds American Balanced R5
Price$37.75
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
CBDYX vs RLBFX Comparison Chart in %
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CBDYX vs. RLBFX commentary
Dec 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 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: 160.00 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 : 9.39 vs. CBDYX (7.82). RLBFX return over 5 years is better than : 36.42 vs. CBDYX (24.79).
| 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 | 9.521 | 10.980 | 87% |
| 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 | 7.82 | 9.39 | 83% |
| Returns for 3 years | 45.30 | 39.23 | 115% |
| Returns for 5 years | 24.79 | 36.42 | 68% |
| Returns for 10 years | 73.96 | 76.59 | 97% |
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