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CLBCX vs PRWCX
CLBCX vs PRWCX Comparison
Open Charts CLBCX vs PRWCX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
T. Rowe Price Capital Appreciation
Price$36.05
Change-$0.28 (-0.77%)
VolumeN/A
Net Assets66.87B
CLBCX vs PRWCX Comparison Chart
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CLBCX vs. PRWCX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 247B vs. PRWCX (66.9B). PRWCX pays higher dividends than CLBCX: PRWCX (2.09) vs CLBCX (1.18). 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 : 4.49 vs. PRWCX (1.92). CLBCX return over 5 years is better than : 34.93 vs. PRWCX (24.35).
| 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 | 4.067 | 4.131 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 66.9B | 369% |
| Annual Yield % from dividends | 1.18 | 2.09 | 56% |
| Returns for 1 year | 4.49 | 1.92 | 234% |
| Returns for 3 years | 30.63 | 21.85 | 140% |
| Returns for 5 years | 34.93 | 24.35 | 143% |
| Returns for 10 years | 57.89 | 53.07 | 109% |
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