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CLBAX vs RPBAX
CLBAX vs RPBAX Comparison
Open Charts CLBAX vs RPBAX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
T. Rowe Price Balanced
Price$28.94
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets4.92B
CLBAX vs RPBAX Comparison Chart in %
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CLBAX vs. RPBAX commentary
Sep 08, 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: 259B vs. RPBAX (4.93B). 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 : 9.95 vs. RPBAX (6.72). CLBAX return over 5 years is better than : 41.54 vs. RPBAX (21.26).
| 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 | 11.362 | 11.324 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 4.93B | 5,259% |
| Annual Yield % from dividends | 1.80 | 1.96 | 92% |
| Returns for 1 year | 9.95 | 6.72 | 148% |
| Returns for 3 years | 40.92 | 33.23 | 123% |
| Returns for 5 years | 41.54 | 21.26 | 195% |
| Returns for 10 years | 88.47 | 52.18 | 170% |
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