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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$33.00
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
T. Rowe Price Balanced
Price$25.53
Change+$0.31 (+1.23%)
VolumeN/A
Net Assets4.36B
CLBFX vs RPBAX Comparison Chart
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CLBFX vs. RPBAX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 224B vs. RPBAX (4.36B). CLBFX (2.14) and RPBAX (2.08) have matching dividends . CLBFX was incepted earlier than RPBAX: CLBFX (23 years) vs RPBAX (85 years). CLBFX (0.68) and RPBAX (0.65) have similar cost to investors . CLBFX is a more actively managed with annual turnover of: 171.00 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 : 1.03 vs. RPBAX (-2.27). CLBFX return over 5 years is better than : 38.25 vs. RPBAX (23.42).
| CLBFX | RPBAX | CLBFX / RPBAX | |
| Total Expense Ratio | 0.68 | 0.60 | 113% |
| Annual Report Gross Expense Ratio | 0.68 | 0.65 | 105% |
| Fund Existence | 23 years | 85 years | - |
| Gain YTD | -3.201 | -3.630 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 4.36B | 5,144% |
| Annual Yield % from dividends | 2.14 | 2.08 | 103% |
| Returns for 1 year | 1.03 | -2.27 | -45% |
| Returns for 3 years | 12.05 | 4.07 | 296% |
| Returns for 5 years | 38.25 | 23.42 | 163% |
| Returns for 10 years | 60.40 | 24.85 | 243% |
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