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CLBCX vs RPBAX
CLBCX vs RPBAX Comparison
Open Charts CLBCX vs RPBAX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
T. Rowe Price Balanced
Price$28.94
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets4.92B
CLBCX vs RPBAX Comparison Chart in %
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CLBCX vs. RPBAX commentary
Sep 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: 259B vs. RPBAX (4.93B). RPBAX pays higher dividends than CLBCX: RPBAX (1.96) vs CLBCX (1.11). CLBCX was incepted earlier than RPBAX: CLBCX (24 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 : 9.15 vs. RPBAX (6.72). CLBCX return over 5 years is better than : 36.30 vs. RPBAX (21.26).
| CLBCX | RPBAX | CLBCX / RPBAX | |
| Total Expense Ratio | 1.35 | 0.60 | 225% |
| Annual Report Gross Expense Ratio | 1.35 | 0.65 | 208% |
| Fund Existence | 24 years | 86 years | - |
| Gain YTD | 10.785 | 11.324 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 4.93B | 5,259% |
| Annual Yield % from dividends | 1.11 | 1.96 | 57% |
| Returns for 1 year | 9.15 | 6.72 | 136% |
| Returns for 3 years | 37.75 | 33.23 | 114% |
| Returns for 5 years | 36.30 | 21.26 | 171% |
| Returns for 10 years | 74.80 | 52.18 | 143% |
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