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CLBFX vs PACLX
CLBFX vs PACLX Comparison
Open Charts CLBFX vs PACLX
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
T. Rowe Price Capital Appreciation Adv
Price$37.18
Change-$0.21 (-0.56%)
VolumeN/A
Net Assets69.94B
CLBFX vs PACLX Comparison Chart in %
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CLBFX vs. PACLX commentary
Sep 27, 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 CLBFX is a Hold and PACLX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. PACLX (69.9B). CLBFX pays higher dividends than PACLX: CLBFX (1.94) vs PACLX (1.77). CLBFX was incepted earlier than PACLX: CLBFX (23 years) vs PACLX (21 years). PACLX (1.00) is less costly to investors than CLBFX (0.67). PACLX is a more actively managed with annual turnover of: 85.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than PACLX: CLBFX (250) vs PACLX (2500). CLBFX annual gain was more profitable for investors over the last year : 7.92 vs. PACLX (0.86). CLBFX return over 5 years is better than : 46.68 vs. PACLX (22.62).
| CLBFX | PACLX | CLBFX / PACLX | |
| Total Expense Ratio | 0.67 | 0.97 | 69% |
| Annual Report Gross Expense Ratio | 0.67 | 1.00 | 67% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 12.614 | 9.224 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 69.9B | 376% |
| Annual Yield % from dividends | 1.94 | 1.77 | 110% |
| Returns for 1 year | 7.92 | 0.86 | 924% |
| Returns for 3 years | 51.39 | 27.29 | 188% |
| Returns for 5 years | 46.68 | 22.62 | 206% |
| Returns for 10 years | 98.98 | 62.86 | 157% |
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