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CLBAX vs RBAIX
CLBAX vs RBAIX Comparison
Open Charts CLBAX vs RBAIX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
T. Rowe Price Balanced I
Price$28.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.89B
CLBAX vs RBAIX Comparison Chart in %
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CLBAX vs. RBAIX commentary
Aug 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 CLBAX is a Buy and RBAIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. RBAIX (4.89B). RBAIX pays higher dividends than CLBAX: RBAIX (2.14) vs CLBAX (1.82). CLBAX was incepted earlier than RBAIX: CLBAX (24 years) vs RBAIX (10 years). CLBAX (0.58) is less costly to investors than RBAIX (0.52). CLBAX is a more actively managed with annual turnover of: 44.00 vs. RBAIX (39.20). CLBAX has a lower initial minimum investment than RBAIX: CLBAX (250) vs RBAIX (500000). CLBAX annual gain was more profitable for investors over the last year : 7.96 vs. RBAIX (6.49). CLBAX return over 5 years is better than : 39.83 vs. RBAIX (22.14).
| CLBAX | RBAIX | CLBAX / RBAIX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.52 | 112% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 9.747 | 10.486 | 93% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 4.89B | 5,231% |
| Annual Yield % from dividends | 1.82 | 2.14 | 85% |
| Returns for 1 year | 7.96 | 6.49 | 123% |
| Returns for 3 years | 30.56 | 23.33 | 131% |
| Returns for 5 years | 39.83 | 22.14 | 180% |
| Returns for 10 years | 78.78 | N/A | - |
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