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CLBAX vs RLBFX
CLBAX vs RLBFX Comparison
Open Charts CLBAX vs RLBFX
American Funds American Balanced 529A
Price$34.27
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
American Funds American Balanced R5
Price$34.41
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
CLBAX vs RLBFX Comparison Chart
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CLBAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX (234B) and RLBFX (234B) have equal amount of cash in the bank . RLBFX pays higher dividends than CLBAX: RLBFX (2.26) vs CLBAX (1.98). CLBAX was incepted earlier than RLBFX: CLBAX (23 years) vs RLBFX (23 years). CLBAX (0.58) is less costly to investors than RLBFX (0.29). CLBAX (44.00) and RLBFX (44.00) have comparable annual turnover. CLBAX (250) and RLBFX (250) have matching initial minimum investment requirements. RLBFX annual gain was more profitable for investors over the last year : 4.53 vs. CLBAX (4.21). CLBAX (38.38) and RLBFX (38.35) have equivalent 5 years return.
| CLBAX | RLBFX | CLBAX / RLBFX | |
| Total Expense Ratio | 0.58 | 0.29 | 200% |
| Annual Report Gross Expense Ratio | 0.58 | 0.29 | 200% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 0.341 | 0.441 | 77% |
| 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 | 2.26 | 88% |
| Returns for 1 year | 4.21 | 4.53 | 93% |
| Returns for 3 years | 22.80 | 22.43 | 102% |
| Returns for 5 years | 38.38 | 38.35 | 100% |
| Returns for 10 years | 62.83 | 53.51 | 117% |
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