Interact to see
Advertisement
Advertisement
CLBCX vs RPBAX
CLBCX vs RPBAX Comparison
Open Charts CLBCX vs RPBAX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
T. Rowe Price Balanced
Price$29.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.95B
CLBCX vs RPBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. RPBAX commentary
Sep 28, 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 RPBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. RPBAX (4.96B). 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 : 7.19 vs. RPBAX (5.06). CLBCX return over 5 years is better than : 40.81 vs. RPBAX (25.55).
| 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 | 12.421 | 12.659 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 4.96B | 5,288% |
| Annual Yield % from dividends | 1.11 | 1.96 | 57% |
| Returns for 1 year | 7.19 | 5.06 | 142% |
| Returns for 3 years | 48.53 | 43.24 | 112% |
| Returns for 5 years | 40.81 | 25.55 | 160% |
| Returns for 10 years | 81.37 | 60.06 | 135% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers