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CLBCX vs PRWCX
CLBCX vs PRWCX Comparison
Open Charts CLBCX vs PRWCX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
T. Rowe Price Capital Appreciation
Price$37.95
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets69.91B
CLBCX vs PRWCX Comparison Chart in %
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CLBCX vs. PRWCX 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 CLBCX is a Buy and PRWCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. PRWCX (69.9B). PRWCX pays higher dividends than CLBCX: PRWCX (1.99) vs CLBCX (1.12). CLBCX was incepted earlier than PRWCX: CLBCX (24 years) vs PRWCX (39 years). CLBCX (1.35) is less costly to investors than PRWCX (0.74). PRWCX is a more actively managed with annual turnover of: 85.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than PRWCX: CLBCX (250) vs PRWCX (2500). CLBCX annual gain was more profitable for investors over the last year : 7.14 vs. PRWCX (4.23). CLBCX return over 5 years is better than : 34.64 vs. PRWCX (22.38).
| CLBCX | PRWCX | CLBCX / PRWCX | |
| Total Expense Ratio | 1.35 | 0.71 | 190% |
| Annual Report Gross Expense Ratio | 1.35 | 0.74 | 182% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 9.208 | 9.619 | 96% |
| 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 | 1.99 | 57% |
| Returns for 1 year | 7.14 | 4.23 | 169% |
| Returns for 3 years | 27.58 | 13.77 | 200% |
| Returns for 5 years | 34.64 | 22.38 | 155% |
| Returns for 10 years | 65.77 | 57.32 | 115% |
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