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CBDYX vs RLBGX
CBDYX vs RLBGX Comparison
Open Charts CBDYX vs RLBGX
Columbia Balanced Inst3
Price$54.88
Change+$0.24 (+0.44%)
VolumeN/A
Net Assets9.92B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CBDYX vs RLBGX Comparison Chart in %
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CBDYX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. CBDYX (9.92B). RLBGX pays higher dividends than CBDYX: RLBGX (2.15) vs CBDYX (1.95). CBDYX was incepted earlier than RLBGX: CBDYX (13 years) vs RLBGX (16 years). CBDYX (0.60) is less costly to investors than RLBGX (0.25). CBDYX is a more actively managed with annual turnover of: 200.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than CBDYX: RLBGX (250) vs CBDYX (1000000). RLBGX annual gain was more profitable for investors over the last year : 8.24 vs. CBDYX (4.71). RLBGX return over 5 years is better than : 43.50 vs. CBDYX (33.12).
| CBDYX | RLBGX | CBDYX / RLBGX | |
| Total Expense Ratio | 0.60 | 0.25 | 240% |
| Annual Report Gross Expense Ratio | 0.60 | 0.25 | 240% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 6.652 | 8.259 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 252B | 4% |
| Annual Yield % from dividends | 1.95 | 2.15 | 91% |
| Returns for 1 year | 4.71 | 8.24 | 57% |
| Returns for 3 years | 33.33 | 36.31 | 92% |
| Returns for 5 years | 33.12 | 43.50 | 76% |
| Returns for 10 years | 65.43 | 68.54 | 95% |
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