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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Balanced
Price$26.25
Change-$2.08 (-7.34%)
VolumeN/A
CapitalizationN/A
CLBFX vs RPBAX Comparison Chart
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CLBFX vs. RPBAX commentary
Dec 19, 2024
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 StrongBuy and RPBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. RPBAX (4.76B). 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 : 12.67 vs. RPBAX (6.94). CLBFX return over 5 years is better than : 35.48 vs. RPBAX (14.30).
| 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 | 11.647 | 6.306 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 4.76B | 5,067% |
| Annual Yield % from dividends | 2.39 | 1.95 | 123% |
| Returns for 1 year | 12.67 | 6.94 | 183% |
| Returns for 3 years | 13.69 | 0.84 | 1,626% |
| Returns for 5 years | 35.48 | 14.30 | 248% |
| Returns for 10 years | 61.86 | 34.18 | 181% |
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