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CBLRX vs RLBCX
CBLRX vs RLBCX Comparison
Open Charts CBLRX vs RLBCX
Columbia Balanced R
Price$55.95
Change-$0.09 (-0.16%)
VolumeN/A
Net Assets10.13B
American Funds American Balanced R3
Price$37.73
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CBLRX vs RLBCX Comparison Chart in %
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CBLRX vs. RLBCX commentary
Sep 08, 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 CBLRX is a StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 259B vs. CBLRX (10.1B). RLBCX pays higher dividends than CBLRX: RLBCX (1.53) vs CBLRX (1.39). CBLRX was incepted earlier than RLBCX: CBLRX (15 years) vs RLBCX (23 years). CBLRX (1.18) is less costly to investors than RLBCX (0.89). CBLRX is a more actively managed with annual turnover of: 200.00 vs. RLBCX (44.00). CBLRX has a lower initial minimum investment than RLBCX: CBLRX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 9.58 vs. CBLRX (5.76). RLBCX return over 5 years is better than : 37.90 vs. CBLRX (24.58).
| CBLRX | RLBCX | CBLRX / RLBCX | |
| Total Expense Ratio | 1.18 | 0.89 | 133% |
| Annual Report Gross Expense Ratio | 1.18 | 0.89 | 133% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 9.594 | 11.127 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 259B | 4% |
| Annual Yield % from dividends | 1.39 | 1.53 | 91% |
| Returns for 1 year | 5.76 | 9.58 | 60% |
| Returns for 3 years | 33.90 | 38.72 | 88% |
| Returns for 5 years | 24.58 | 37.90 | 65% |
| Returns for 10 years | 67.55 | 72.02 | 94% |
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