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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
T. Rowe Price Balanced
Price$26.70
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets4.66B
CLBFX vs RPBAX Comparison Chart
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CLBFX vs. RPBAX commentary
Jan 19, 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 RPBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. RPBAX (4.66B). CLBFX pays higher dividends than RPBAX: CLBFX (2.39) vs RPBAX (1.95). CLBFX was incepted earlier than RPBAX: CLBFX (22 years) vs RPBAX (85 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. RPBAX (40.90). CLBFX has a lower initial minimum investment than RPBAX: CLBFX (250) vs RPBAX (2500). CLBFX annual gain was more profitable for investors over the last year : 12.43 vs. RPBAX (9.21). CLBFX return over 5 years is better than : 32.62 vs. RPBAX (13.52).
| CLBFX | RPBAX | CLBFX / RPBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 85 years | - |
| Gain YTD | 1.958 | 1.598 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 4.66B | 5,148% |
| Annual Yield % from dividends | 2.39 | 1.95 | 123% |
| Returns for 1 year | 12.43 | 9.21 | 135% |
| Returns for 3 years | 14.37 | 3.73 | 385% |
| Returns for 5 years | 32.62 | 13.52 | 241% |
| Returns for 10 years | 72.52 | 37.32 | 194% |