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CLBCX vs PRWCX
CLBCX vs PRWCX Comparison
Open Charts CLBCX vs PRWCX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
T. Rowe Price Capital Appreciation
Price$37.78
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets69.55B
CLBCX vs PRWCX Comparison Chart in %
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CLBCX vs. PRWCX commentary
Jul 28, 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: 254B vs. PRWCX (69.6B). PRWCX pays higher dividends than CLBCX: PRWCX (2.03) vs CLBCX (1.13). CLBCX was incepted earlier than PRWCX: CLBCX (23 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 : 9.42 vs. PRWCX (5.93). CLBCX return over 5 years is better than : 36.20 vs. PRWCX (24.07).
| CLBCX | PRWCX | CLBCX / PRWCX | |
| Total Expense Ratio | 1.35 | 0.71 | 190% |
| Annual Report Gross Expense Ratio | 1.35 | 0.74 | 182% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 8.536 | 9.128 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 69.6B | 365% |
| Annual Yield % from dividends | 1.13 | 2.03 | 56% |
| Returns for 1 year | 9.42 | 5.93 | 159% |
| Returns for 3 years | 32.73 | 21.52 | 152% |
| Returns for 5 years | 36.20 | 24.07 | 150% |
| Returns for 10 years | 64.69 | 58.84 | 110% |
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