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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$33.97
Change-$0.59 (-1.71%)
VolumeN/A
Net Assets237.28B
T. Rowe Price Balanced
Price$26.50
Change-$0.38 (-1.41%)
VolumeN/A
Net Assets4.66B
CLBFX vs RPBAX Comparison Chart
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CLBFX vs. RPBAX commentary
Mar 11, 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: 237B vs. RPBAX (4.66B). CLBFX (2.08) and RPBAX (2.04) have matching dividends . CLBFX was incepted earlier than RPBAX: CLBFX (22 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 : 5.32 vs. RPBAX (3.72). CLBFX return over 5 years is better than : 37.43 vs. RPBAX (22.35).
| CLBFX | RPBAX | CLBFX / RPBAX | |
| Total Expense Ratio | 0.68 | 0.60 | 113% |
| Annual Report Gross Expense Ratio | 0.68 | 0.65 | 105% |
| Fund Existence | 22 years | 85 years | - |
| Gain YTD | 1.023 | 2.283 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 4.66B | 5,084% |
| Annual Yield % from dividends | 2.08 | 2.04 | 102% |
| Returns for 1 year | 5.32 | 3.72 | 143% |
| Returns for 3 years | 19.41 | 13.02 | 149% |
| Returns for 5 years | 37.43 | 22.35 | 167% |
| Returns for 10 years | 69.49 | 36.10 | 192% |
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