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CLBAX vs RPBAX
CLBAX vs RPBAX Comparison
Open Charts CLBAX vs RPBAX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
T. Rowe Price Balanced
Price$28.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.89B
CLBAX vs RPBAX Comparison Chart in %
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CLBAX vs. RPBAX 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 RPBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. RPBAX (4.89B). RPBAX pays higher dividends than CLBAX: RPBAX (2.00) vs CLBAX (1.82). 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 : 7.96 vs. RPBAX (6.33). CLBAX return over 5 years is better than : 39.83 vs. RPBAX (21.42).
| CLBAX | RPBAX | CLBAX / RPBAX | |
| Total Expense Ratio | 0.58 | 0.60 | 97% |
| Annual Report Gross Expense Ratio | 0.58 | 0.65 | 89% |
| Fund Existence | 24 years | 86 years | - |
| Gain YTD | 9.747 | 10.401 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 4.89B | 5,231% |
| Annual Yield % from dividends | 1.82 | 2.00 | 91% |
| Returns for 1 year | 7.96 | 6.33 | 126% |
| Returns for 3 years | 30.56 | 22.84 | 134% |
| Returns for 5 years | 39.83 | 21.42 | 186% |
| Returns for 10 years | 78.78 | 44.60 | 177% |
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