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CLBCX vs PACLX
CLBCX vs PACLX Comparison
Open Charts CLBCX vs PACLX
American Funds American Balanced 529C
Price$38.38
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
T. Rowe Price Capital Appreciation Adv
Price$37.18
Change-$0.21 (-0.56%)
VolumeN/A
Net Assets69.94B
CLBCX vs PACLX Comparison Chart in %
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CLBCX vs. PACLX commentary
Sep 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 CLBCX is a Hold and PACLX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. PACLX (69.9B). PACLX pays higher dividends than CLBCX: PACLX (1.77) vs CLBCX (1.11). 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 : 7.21 vs. PACLX (0.86). CLBCX return over 5 years is better than : 40.41 vs. PACLX (22.62).
| 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 | 12.100 | 9.224 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 69.9B | 376% |
| Annual Yield % from dividends | 1.11 | 1.77 | 63% |
| Returns for 1 year | 7.21 | 0.86 | 841% |
| Returns for 3 years | 47.67 | 27.29 | 175% |
| Returns for 5 years | 40.41 | 22.62 | 179% |
| Returns for 10 years | 81.32 | 62.86 | 129% |
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