CLBAX
Price
$38.43
Change
+$0.11 (+0.29%)
Updated
Sep 26 closing price
Net Assets
262.04B
RPBAX
Price
$29.16
Change
-$0.00 (-0.00%)
Updated
Sep 26 closing price
Net Assets
4.95B
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CLBAX vs RPBAX

Header iconCLBAX vs RPBAX Comparison
Open Charts CLBAX vs RPBAXBanner chart's image
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
T. Rowe Price Balanced
Price$29.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.95B
CLBAX vs RPBAX Comparison Chart in %
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CLBAX vs. RPBAX commentary
Sep 28, 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 Hold and RPBAX is a Hold.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 262B vs. RPBAX (4.96B). RPBAX pays higher dividends than CLBAX: RPBAX (1.96) vs CLBAX (1.80). CLBAX was incepted earlier than RPBAX: CLBAX (24 years) vs RPBAX (86 years). RPBAX (0.65) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. RPBAX (39.20). CLBAX has a lower initial minimum investment than RPBAX: CLBAX (250) vs RPBAX (2500). CLBAX annual gain was more profitable for investors over the last year : 7.82 vs. RPBAX (5.06). CLBAX return over 5 years is better than : 45.97 vs. RPBAX (25.55).
CLBAXRPBAXCLBAX / RPBAX
Total Expense Ratio0.580.6097%
Annual Report Gross Expense Ratio0.580.6589%
Fund Existence24 years86 years-
Gain YTD12.86012.659102%
Front Load4%N/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets262B4.96B5,288%
Annual Yield % from dividends1.801.9692%
Returns for 1 year7.825.06154%
Returns for 3 years51.6943.24120%
Returns for 5 years45.9725.55180%
Returns for 10 years95.1660.06158%
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