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CLBAX vs RLBEX
CLBAX vs RLBEX Comparison
Open Charts CLBAX vs RLBEX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
American Funds American Balanced R4
Price$37.13
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CLBAX vs RLBEX Comparison Chart in %
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CLBAX vs. RLBEX commentary
Jul 27, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX (254B) and RLBEX (254B) have equal amount of cash in the bank . CLBAX (1.84) and RLBEX (1.83) have matching dividends . CLBAX was incepted earlier than RLBEX: CLBAX (23 years) vs RLBEX (23 years). RLBEX (0.59) and CLBAX (0.58) have similar cost to investors . CLBAX (44.00) and RLBEX (44.00) have comparable annual turnover. CLBAX (250) and RLBEX (250) have matching initial minimum investment requirements. RLBEX (10.25) and CLBAX (10.23) have marching annual gain over last year. CLBAX (41.42) and RLBEX (39.56) have equivalent 5 years return.
| CLBAX | RLBEX | CLBAX / RLBEX | |
| Total Expense Ratio | 0.58 | 0.59 | 98% |
| Annual Report Gross Expense Ratio | 0.58 | 0.59 | 98% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 9.013 | 9.003 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 254B | 100% |
| Annual Yield % from dividends | 1.84 | 1.83 | 101% |
| Returns for 1 year | 10.23 | 10.25 | 100% |
| Returns for 3 years | 35.76 | 34.68 | 103% |
| Returns for 5 years | 41.42 | 39.56 | 105% |
| Returns for 10 years | 77.58 | 67.20 | 115% |
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