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CLBCX vs RPBAX
CLBCX vs RPBAX Comparison
Open Charts CLBCX vs RPBAX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
T. Rowe Price Balanced
Price$28.17
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets4.83B
CLBCX vs RPBAX Comparison Chart in %
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CLBCX vs. RPBAX commentary
Jul 08, 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 RPBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. RPBAX (4.83B). RPBAX pays higher dividends than CLBCX: RPBAX (2.01) vs CLBCX (1.13). CLBCX was incepted earlier than RPBAX: CLBCX (23 years) vs RPBAX (86 years). CLBCX (1.35) is less costly to investors than RPBAX (0.65). CLBCX is a more actively managed with annual turnover of: 44.00 vs. RPBAX (39.20). CLBCX has a lower initial minimum investment than RPBAX: CLBCX (250) vs RPBAX (2500). CLBCX annual gain was more profitable for investors over the last year : 7.04 vs. RPBAX (5.67). CLBCX return over 5 years is better than : 37.95 vs. RPBAX (25.44).
| CLBCX | RPBAX | CLBCX / RPBAX | |
| Total Expense Ratio | 1.35 | 0.60 | 225% |
| Annual Report Gross Expense Ratio | 1.35 | 0.65 | 208% |
| Fund Existence | 23 years | 86 years | - |
| Gain YTD | 7.660 | 8.362 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.83B | 5,215% |
| Annual Yield % from dividends | 1.13 | 2.01 | 56% |
| Returns for 1 year | 7.04 | 5.67 | 124% |
| Returns for 3 years | 33.08 | 29.46 | 112% |
| Returns for 5 years | 37.95 | 25.44 | 149% |
| Returns for 10 years | 64.69 | 43.28 | 149% |
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