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CLBCX vs PRWCX
CLBCX vs PRWCX Comparison
Open Charts CLBCX vs PRWCX
American Funds American Balanced 529C
Price$38.38
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
T. Rowe Price Capital Appreciation
Price$37.90
Change-$0.21 (-0.55%)
VolumeN/A
Net Assets69.94B
CLBCX vs PRWCX Comparison Chart in %
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CLBCX vs. PRWCX 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 PRWCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. PRWCX (69.9B). PRWCX pays higher dividends than CLBCX: PRWCX (1.98) vs CLBCX (1.11). 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 : 7.21 vs. PRWCX (1.26). CLBCX return over 5 years is better than : 40.41 vs. PRWCX (24.76).
| 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 | 12.100 | 9.474 | 128% |
| 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 | 1.98 | 56% |
| Returns for 1 year | 7.21 | 1.26 | 572% |
| Returns for 3 years | 47.67 | 28.64 | 166% |
| Returns for 5 years | 40.41 | 24.76 | 163% |
| Returns for 10 years | 81.32 | 68.29 | 119% |
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