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CLBFX vs PRWCX
CLBFX vs PRWCX Comparison
Open Charts CLBFX vs PRWCX
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
T. Rowe Price Capital Appreciation
Price$37.90
Change-$0.21 (-0.55%)
VolumeN/A
Net Assets69.94B
CLBFX vs PRWCX Comparison Chart in %
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CLBFX vs. PRWCX 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 PRWCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. PRWCX (69.9B). PRWCX (1.98) and CLBFX (1.94) 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 : 7.92 vs. PRWCX (1.26). CLBFX return over 5 years is better than : 46.68 vs. PRWCX (24.76).
| 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 | 12.614 | 9.474 | 133% |
| 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 | 1.98 | 98% |
| Returns for 1 year | 7.92 | 1.26 | 628% |
| Returns for 3 years | 51.39 | 28.64 | 179% |
| Returns for 5 years | 46.68 | 24.76 | 189% |
| Returns for 10 years | 98.98 | 68.29 | 145% |
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