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CLBFX vs RLBGX
CLBFX vs RLBGX Comparison
Open Charts CLBFX vs RLBGX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
American Funds American Balanced R6
Price$33.50
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
CLBFX vs RLBGX Comparison Chart
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CLBFX vs. RLBGX commentary
Apr 04, 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 CLBFX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX (235B) and RLBGX (235B) have equal amount of cash in the bank . RLBGX pays higher dividends than CLBFX: RLBGX (2.31) vs CLBFX (2.14). CLBFX was incepted earlier than RLBGX: CLBFX (23 years) vs RLBGX (16 years). CLBFX (0.68) is less costly to investors than RLBGX (0.25). CLBFX (171.00) and RLBGX (171.00) have comparable annual turnover. CLBFX (250) and RLBGX (250) have matching initial minimum investment requirements. CLBFX annual gain was more profitable for investors over the last year : 4.45 vs. RLBGX (1.70). CLBFX return over 5 years is better than : 53.24 vs. RLBGX (48.29).
| CLBFX | RLBGX | CLBFX / RLBGX | |
| Total Expense Ratio | 0.68 | 0.25 | 272% |
| Annual Report Gross Expense Ratio | 0.68 | 0.25 | 272% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 0.466 | -2.089 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 235B | 100% |
| Annual Yield % from dividends | 2.14 | 2.31 | 93% |
| Returns for 1 year | 4.45 | 1.70 | 262% |
| Returns for 3 years | 14.15 | 10.05 | 141% |
| Returns for 5 years | 53.24 | 48.29 | 110% |
| Returns for 10 years | 67.95 | 50.83 | 134% |
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