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CLBCX vs RPBAX
CLBCX vs RPBAX Comparison
Open Charts CLBCX vs RPBAX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
T. Rowe Price Balanced
Price$27.58
Change-$0.25 (-0.90%)
VolumeN/A
Net Assets4.73B
CLBCX vs RPBAX Comparison Chart
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CLBCX vs. RPBAX commentary
Jun 16, 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: 244B vs. RPBAX (4.73B). RPBAX pays higher dividends than CLBCX: RPBAX (2.01) vs CLBCX (1.18). 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 : 4.49 vs. RPBAX (3.81). CLBCX return over 5 years is better than : 34.93 vs. RPBAX (24.38).
| 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 | 4.067 | 5.388 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.73B | 5,161% |
| Annual Yield % from dividends | 1.18 | 2.01 | 59% |
| Returns for 1 year | 4.49 | 3.81 | 118% |
| Returns for 3 years | 30.63 | 28.55 | 107% |
| Returns for 5 years | 34.93 | 24.38 | 143% |
| Returns for 10 years | 57.89 | 37.11 | 156% |
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