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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$34.79
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
T. Rowe Price Balanced
Price$27.12
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets4.66B
CLBFX vs RPBAX Comparison Chart
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CLBFX vs. RPBAX commentary
May 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. RPBAX (4.66B). CLBFX (2.15) and RPBAX (2.07) have matching dividends . CLBFX was incepted earlier than RPBAX: CLBFX (23 years) vs RPBAX (85 years). CLBFX (0.67) and RPBAX (0.65) have similar cost to investors . CLBFX is a more actively managed with annual turnover of: 44.00 vs. RPBAX (39.20). 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 : 4.91 vs. RPBAX (2.99). CLBFX return over 5 years is better than : 41.02 vs. RPBAX (26.57).
| CLBFX | RPBAX | CLBFX / RPBAX | |
| Total Expense Ratio | 0.67 | 0.60 | 112% |
| Annual Report Gross Expense Ratio | 0.67 | 0.65 | 103% |
| Fund Existence | 23 years | 85 years | - |
| Gain YTD | 2.050 | 3.592 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 4.66B | 5,106% |
| Annual Yield % from dividends | 2.15 | 2.07 | 104% |
| Returns for 1 year | 4.91 | 2.99 | 164% |
| Returns for 3 years | 24.46 | 19.36 | 126% |
| Returns for 5 years | 41.02 | 26.57 | 154% |
| Returns for 10 years | 67.75 | 33.03 | 205% |
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