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CLBAX vs RLBCX
CLBAX vs RLBCX Comparison
Open Charts CLBAX vs RLBCX
American Funds American Balanced 529A
Price$34.27
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
American Funds American Balanced R3
Price$34.11
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
CLBAX vs RLBCX Comparison Chart
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CLBAX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX (234B) and RLBCX (234B) have equal amount of cash in the bank . CLBAX pays higher dividends than RLBCX: CLBAX (1.98) vs RLBCX (1.70). CLBAX was incepted earlier than RLBCX: CLBAX (23 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than CLBAX (0.58). CLBAX (44.00) and RLBCX (44.00) have comparable annual turnover. CLBAX (250) and RLBCX (250) have matching initial minimum investment requirements. CLBAX annual gain was more profitable for investors over the last year : 4.21 vs. RLBCX (3.86). CLBAX return over 5 years is better than : 38.38 vs. RLBCX (34.81).
| CLBAX | RLBCX | CLBAX / RLBCX | |
| Total Expense Ratio | 0.58 | 0.89 | 65% |
| Annual Report Gross Expense Ratio | 0.58 | 0.89 | 65% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 0.341 | 0.235 | 145% |
| 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 | 1.70 | 117% |
| Returns for 1 year | 4.21 | 3.86 | 109% |
| Returns for 3 years | 22.80 | 20.64 | 110% |
| Returns for 5 years | 38.38 | 34.81 | 110% |
| Returns for 10 years | 62.83 | 48.19 | 130% |
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