CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
PRWCX
Price
$36.98
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
68.1B
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CLBCX vs PRWCX

Header iconCLBCX vs PRWCX Comparison
Open Charts CLBCX vs PRWCXBanner chart's image
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
T. Rowe Price Capital Appreciation
Price$36.98
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets68.1B
CLBCX vs PRWCX Comparison Chart in %
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CLBCX vs. PRWCX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. PRWCX (68.1B). 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 : 7.04 vs. PRWCX (3.69). CLBCX return over 5 years is better than : 37.95 vs. PRWCX (25.82).
CLBCXPRWCXCLBCX / PRWCX
Total Expense Ratio1.350.71190%
Annual Report Gross Expense Ratio1.350.74182%
Fund Existence23 years39 years-
Gain YTD7.6606.817112%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets252B68.1B370%
Annual Yield % from dividends1.132.0356%
Returns for 1 year7.043.69191%
Returns for 3 years33.0822.53147%
Returns for 5 years37.9525.82147%
Returns for 10 years64.6957.14113%
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