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CLBCX vs PACLX
CLBCX vs PACLX Comparison
Open Charts CLBCX vs PACLX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
T. Rowe Price Capital Appreciation Adv
Price$37.25
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets69.91B
CLBCX vs PACLX Comparison Chart in %
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CLBCX vs. PACLX commentary
Aug 17, 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 CLBCX is a Buy and PACLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. PACLX (69.9B). PACLX pays higher dividends than CLBCX: PACLX (1.78) vs CLBCX (1.12). CLBCX was incepted earlier than PACLX: CLBCX (24 years) vs PACLX (21 years). CLBCX (1.35) is less costly to investors than PACLX (1.00). PACLX is a more actively managed with annual turnover of: 85.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than PACLX: CLBCX (250) vs PACLX (2500). CLBCX annual gain was more profitable for investors over the last year : 7.14 vs. PACLX (3.84). CLBCX return over 5 years is better than : 34.64 vs. PACLX (20.31).
| CLBCX | PACLX | CLBCX / PACLX | |
| Total Expense Ratio | 1.35 | 0.97 | 139% |
| Annual Report Gross Expense Ratio | 1.35 | 1.00 | 135% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 9.208 | 9.430 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 69.9B | 366% |
| Annual Yield % from dividends | 1.12 | 1.78 | 63% |
| Returns for 1 year | 7.14 | 3.84 | 186% |
| Returns for 3 years | 27.58 | 12.60 | 219% |
| Returns for 5 years | 34.64 | 20.31 | 171% |
| Returns for 10 years | 65.77 | 52.28 | 126% |
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