Interact to see
Advertisement
Advertisement
CLBFX vs PRWCX
CLBFX vs PRWCX Comparison
Open Charts CLBFX vs PRWCX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
T. Rowe Price Capital Appreciation
Price$36.05
Change-$0.28 (-0.77%)
VolumeN/A
Net Assets66.87B
CLBFX vs PRWCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PRWCX commentary
Jun 15, 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: 247B vs. PRWCX (66.9B). PRWCX (2.09) and CLBFX (2.07) 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 : 5.44 vs. PRWCX (1.92). CLBFX return over 5 years is better than : 41.30 vs. PRWCX (24.35).
| 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 | 4.519 | 4.131 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 66.9B | 369% |
| Annual Yield % from dividends | 2.07 | 2.09 | 99% |
| Returns for 1 year | 5.44 | 1.92 | 284% |
| Returns for 3 years | 34.29 | 21.85 | 157% |
| Returns for 5 years | 41.30 | 24.35 | 170% |
| Returns for 10 years | 73.68 | 53.07 | 139% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers