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CLBFX vs PACLX
CLBFX vs PACLX Comparison
Open Charts CLBFX vs PACLX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
T. Rowe Price Capital Appreciation Adv
Price$37.25
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets69.91B
CLBFX vs PACLX Comparison Chart in %
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CLBFX vs. PACLX commentary
Aug 17, 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: 256B vs. PACLX (69.9B). CLBFX pays higher dividends than PACLX: CLBFX (1.97) vs PACLX (1.78). 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 : 8.11 vs. PACLX (3.84). CLBFX return over 5 years is better than : 40.98 vs. PACLX (20.31).
| 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 | 9.847 | 9.430 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 69.9B | 366% |
| Annual Yield % from dividends | 1.97 | 1.78 | 111% |
| Returns for 1 year | 8.11 | 3.84 | 211% |
| Returns for 3 years | 31.15 | 12.60 | 247% |
| Returns for 5 years | 40.98 | 20.31 | 202% |
| Returns for 10 years | 82.32 | 52.28 | 157% |
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