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CLBFX vs PACLX
CLBFX vs PACLX Comparison
Open Charts CLBFX vs PACLX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
T. Rowe Price Capital Appreciation Adv
Price$37.09
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets69.55B
CLBFX vs PACLX Comparison Chart in %
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CLBFX vs. PACLX commentary
Jul 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 CLBFX is a Buy and PACLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. PACLX (69.6B). CLBFX pays higher dividends than PACLX: CLBFX (1.99) vs PACLX (1.82). 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 : 10.40 vs. PACLX (5.53). CLBFX return over 5 years is better than : 42.59 vs. PACLX (21.98).
| 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 | 9.111 | 8.960 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 69.6B | 365% |
| Annual Yield % from dividends | 1.99 | 1.82 | 110% |
| Returns for 1 year | 10.40 | 5.53 | 188% |
| Returns for 3 years | 36.42 | 20.28 | 180% |
| Returns for 5 years | 42.59 | 21.98 | 194% |
| Returns for 10 years | 81.10 | 53.80 | 151% |