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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$38.38
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
T. Rowe Price Balanced
Price$29.24
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets4.98B
CLBFX vs RPBAX Comparison Chart in %
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CLBFX vs. RPBAX commentary
Sep 18, 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: 263B vs. RPBAX (4.98B). RPBAX (1.96) and CLBFX (1.94) 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 : 9.41 vs. RPBAX (6.47). CLBFX return over 5 years is better than : 45.86 vs. RPBAX (24.24).
| 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 | 12.967 | 12.709 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 4.98B | 5,280% |
| Annual Yield % from dividends | 1.94 | 1.96 | 99% |
| Returns for 1 year | 9.41 | 6.47 | 145% |
| Returns for 3 years | 44.19 | 35.65 | 124% |
| Returns for 5 years | 45.86 | 24.24 | 189% |
| Returns for 10 years | 95.15 | 54.21 | 176% |
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