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CLBAX vs RLBBX
CLBAX vs RLBBX Comparison
Open Charts CLBAX vs RLBBX
American Funds American Balanced 529A
Price$34.27
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
American Funds American Balanced R2
Price$34.03
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
CLBAX vs RLBBX Comparison Chart
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CLBAX vs. RLBBX commentary
May 11, 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 CLBAX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX (234B) and RLBBX (234B) have equal amount of cash in the bank . CLBAX pays higher dividends than RLBBX: CLBAX (1.98) vs RLBBX (1.27). CLBAX was incepted earlier than RLBBX: CLBAX (23 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than CLBAX (0.58). CLBAX (44.00) and RLBBX (44.00) have comparable annual turnover. CLBAX (250) and RLBBX (250) have matching initial minimum investment requirements. CLBAX annual gain was more profitable for investors over the last year : 4.21 vs. RLBBX (3.39). CLBAX return over 5 years is better than : 38.38 vs. RLBBX (32.38).
| CLBAX | RLBBX | CLBAX / RLBBX | |
| Total Expense Ratio | 0.58 | 1.32 | 44% |
| Annual Report Gross Expense Ratio | 0.58 | 1.32 | 44% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 0.341 | 0.068 | 498% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 234B | 100% |
| Annual Yield % from dividends | 1.98 | 1.27 | 156% |
| Returns for 1 year | 4.21 | 3.39 | 124% |
| Returns for 3 years | 22.80 | 19.39 | 118% |
| Returns for 5 years | 38.38 | 32.38 | 119% |
| Returns for 10 years | 62.83 | 44.63 | 141% |