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CLBEX vs RLBAX
CLBEX vs RLBAX Comparison
Open Charts CLBEX vs RLBAX
American Funds American Balanced 529E
Price$34.24
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
American Funds American Balanced R1
Price$34.00
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets234.12B
CLBEX vs RLBAX Comparison Chart
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CLBEX vs. RLBAX 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 CLBEX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBEX (234B) and RLBAX (234B) have equal amount of cash in the bank . CLBEX pays higher dividends than RLBAX: CLBEX (1.75) vs RLBAX (1.28). CLBEX was incepted earlier than RLBAX: CLBEX (23 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than CLBEX (0.83). CLBEX (44.00) and RLBAX (44.00) have comparable annual turnover. CLBEX (250) and RLBAX (250) have matching initial minimum investment requirements. CLBEX annual gain was more profitable for investors over the last year : 3.94 vs. RLBAX (3.43). CLBEX return over 5 years is better than : 36.71 vs. RLBAX (32.37).
| CLBEX | RLBAX | CLBEX / RLBAX | |
| Total Expense Ratio | 0.83 | 1.31 | 63% |
| Annual Report Gross Expense Ratio | 0.83 | 1.31 | 63% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 0.254 | 0.096 | 266% |
| Front Load | N/A | 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 | 1.75 | 1.28 | 137% |
| Returns for 1 year | 3.94 | 3.43 | 115% |
| Returns for 3 years | 21.95 | 19.38 | 113% |
| Returns for 5 years | 36.71 | 32.37 | 113% |
| Returns for 10 years | 59.05 | 44.68 | 132% |