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CLBAX vs RLBGX
CLBAX vs RLBGX Comparison
Open Charts CLBAX vs RLBGX
American Funds American Balanced 529A
Price$32.69
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
American Funds American Balanced R6
Price$32.78
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
CLBAX vs RLBGX Comparison Chart
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CLBAX vs. RLBGX commentary
Apr 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX (229B) and RLBGX (229B) have equal amount of cash in the bank . RLBGX pays higher dividends than CLBAX: RLBGX (2.31) vs CLBAX (1.98). CLBAX was incepted earlier than RLBGX: CLBAX (23 years) vs RLBGX (16 years). CLBAX (0.60) is less costly to investors than RLBGX (0.25). CLBAX (171.00) and RLBGX (171.00) have comparable annual turnover. CLBAX (250) and RLBGX (250) have matching initial minimum investment requirements. RLBGX annual gain was more profitable for investors over the last year : 2.70 vs. CLBAX (2.33). RLBGX (38.78) and CLBAX (38.56) have equivalent 5 years return.
| CLBAX | RLBGX | CLBAX / RLBGX | |
| Total Expense Ratio | 0.60 | 0.25 | 240% |
| Annual Report Gross Expense Ratio | 0.60 | 0.25 | 240% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -2.207 | -2.118 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 229B | 100% |
| Annual Yield % from dividends | 1.98 | 2.31 | 86% |
| Returns for 1 year | 2.33 | 2.70 | 86% |
| Returns for 3 years | 12.58 | 12.35 | 102% |
| Returns for 5 years | 38.56 | 38.78 | 99% |
| Returns for 10 years | 59.21 | 50.43 | 117% |
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