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CLBFX vs PRWCX
CLBFX vs PRWCX Comparison
Open Charts CLBFX vs PRWCX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
T. Rowe Price Capital Appreciation
Price$36.98
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets68.1B
CLBFX vs PRWCX Comparison Chart in %
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CLBFX vs. PRWCX commentary
Jul 07, 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 PRWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. PRWCX (68.1B). PRWCX (2.03) and CLBFX (1.99) have matching dividends . CLBFX was incepted earlier than PRWCX: CLBFX (23 years) vs PRWCX (39 years). PRWCX (0.74) is less costly to investors than CLBFX (0.67). PRWCX is a more actively managed with annual turnover of: 85.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than PRWCX: CLBFX (250) vs PRWCX (2500). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. PRWCX (3.69). CLBFX return over 5 years is better than : 44.49 vs. PRWCX (25.82).
| CLBFX | PRWCX | CLBFX / PRWCX | |
| Total Expense Ratio | 0.67 | 0.71 | 94% |
| Annual Report Gross Expense Ratio | 0.67 | 0.74 | 91% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 8.169 | 6.817 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 68.1B | 370% |
| Annual Yield % from dividends | 1.99 | 2.03 | 98% |
| Returns for 1 year | 8.02 | 3.69 | 218% |
| Returns for 3 years | 36.80 | 22.53 | 163% |
| Returns for 5 years | 44.49 | 25.82 | 172% |
| Returns for 10 years | 81.14 | 57.14 | 142% |
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