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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
T. Rowe Price Balanced
Price$27.14
Change-$0.23 (-0.84%)
VolumeN/A
Net Assets4.73B
CLBFX vs RPBAX Comparison Chart
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CLBFX vs. RPBAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. RPBAX (4.73B). CLBFX pays higher dividends than RPBAX: CLBFX (2.39) vs RPBAX (1.95). CLBFX was incepted earlier than RPBAX: CLBFX (22 years) vs RPBAX (85 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. RPBAX (40.90). 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 : 9.36 vs. RPBAX (6.70). CLBFX return over 5 years is better than : 32.87 vs. RPBAX (15.34).
| CLBFX | RPBAX | CLBFX / RPBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 85 years | - |
| Gain YTD | 2.894 | 3.272 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 4.73B | 5,112% |
| Annual Yield % from dividends | 2.39 | 1.95 | 123% |
| Returns for 1 year | 9.36 | 6.70 | 140% |
| Returns for 3 years | 19.64 | 9.73 | 202% |
| Returns for 5 years | 32.87 | 15.34 | 214% |
| Returns for 10 years | 68.67 | 34.29 | 200% |
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