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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$35.54
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets244.69B
T. Rowe Price Balanced
Price$27.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.72B
CLBFX vs RPBAX Comparison Chart in %
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CLBFX vs. RPBAX commentary
Jun 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 245B vs. RPBAX (4.72B). CLBFX (2.07) and RPBAX (2.01) have matching dividends . CLBFX was incepted earlier than RPBAX: CLBFX (23 years) vs RPBAX (86 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 : 4.59 vs. RPBAX (3.31). CLBFX return over 5 years is better than : 40.59 vs. RPBAX (22.62).
| 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 | 86 years | - |
| Gain YTD | 4.608 | 5.273 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 4.72B | 5,190% |
| Annual Yield % from dividends | 2.07 | 2.01 | 103% |
| Returns for 1 year | 4.59 | 3.31 | 139% |
| Returns for 3 years | 35.95 | 28.86 | 125% |
| Returns for 5 years | 40.59 | 22.62 | 179% |
| Returns for 10 years | 72.86 | 36.27 | 201% |
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