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CLBEX vs RLBCX
CLBEX vs RLBCX Comparison
Open Charts CLBEX vs RLBCX
American Funds American Balanced 529E
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
American Funds American Balanced R3
Price$37.88
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
CLBEX vs RLBCX Comparison Chart in %
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CLBEX vs. RLBCX commentary
Sep 09, 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 CLBEX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBEX (259B) and RLBCX (259B) have equal amount of cash in the bank . CLBEX (1.58) and RLBCX (1.53) have matching dividends . CLBEX was incepted earlier than RLBCX: CLBEX (24 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than CLBEX (0.83). CLBEX (44.00) and RLBCX (44.00) have comparable annual turnover. CLBEX (250) and RLBCX (250) have matching initial minimum investment requirements. RLBCX annual gain was more profitable for investors over the last year : 11.35 vs. CLBEX (9.67). CLBEX (39.85) and RLBCX (38.83) have equivalent 5 years return.
| CLBEX | RLBCX | CLBEX / RLBCX | |
| Total Expense Ratio | 0.83 | 0.89 | 93% |
| Annual Report Gross Expense Ratio | 0.83 | 0.89 | 93% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 11.182 | 11.569 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 259B | 100% |
| Annual Yield % from dividends | 1.58 | 1.53 | 103% |
| Returns for 1 year | 9.67 | 11.35 | 85% |
| Returns for 3 years | 39.94 | 36.02 | 111% |
| Returns for 5 years | 39.85 | 38.83 | 103% |
| Returns for 10 years | 84.08 | 73.21 | 115% |
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