Interact to see
Advertisement
Advertisement
CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
T. Rowe Price Balanced
Price$29.13
Change-$0.16 (-0.55%)
VolumeN/A
Net Assets4.98B
CLBFX vs RPBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. RPBAX commentary
Nov 20, 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 Hold and RPBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. RPBAX (4.98B). RPBAX (1.92) and CLBFX (1.86) 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 : 8.95 vs. RPBAX (6.23). CLBFX return over 5 years is better than : 40.97 vs. RPBAX (17.38).
| 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 | 13.881 | 12.543 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 4.98B | 5,300% |
| Annual Yield % from dividends | 1.86 | 1.92 | 97% |
| Returns for 1 year | 8.95 | 6.23 | 144% |
| Returns for 3 years | 42.00 | 33.68 | 125% |
| Returns for 5 years | 40.97 | 17.38 | 236% |
| Returns for 10 years | 86.36 | 50.02 | 173% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers