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CLREX vs RLBAX
CLREX vs RLBAX Comparison
Open Charts CLREX vs RLBAX
Columbia Balanced Inst2
Price$56.27
Change+$0.26 (+0.46%)
VolumeN/A
Net Assets10.16B
American Funds American Balanced R1
Price$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
CLREX vs RLBAX Comparison Chart in %
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CLREX vs. RLBAX commentary
Sep 29, 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 CLREX is a Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. CLREX (10.2B). CLREX pays higher dividends than RLBAX: CLREX (1.87) vs RLBAX (1.15). CLREX was incepted earlier than RLBAX: CLREX (15 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than CLREX (0.65). CLREX is a more actively managed with annual turnover of: 200.00 vs. RLBAX (44.00). CLREX has a lower initial minimum investment than RLBAX: CLREX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 7.27 vs. CLREX (5.62). RLBAX return over 5 years is better than : 40.00 vs. CLREX (33.06).
| CLREX | RLBAX | CLREX / RLBAX | |
| Total Expense Ratio | 0.65 | 1.31 | 50% |
| Annual Report Gross Expense Ratio | 0.65 | 1.31 | 50% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.308 | 12.531 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 263B | 4% |
| Annual Yield % from dividends | 1.87 | 1.15 | 162% |
| Returns for 1 year | 5.62 | 7.27 | 77% |
| Returns for 3 years | 46.84 | 48.19 | 97% |
| Returns for 5 years | 33.06 | 40.00 | 83% |
| Returns for 10 years | 83.18 | 74.51 | 112% |