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CLBFX vs RBAIX
CLBFX vs RBAIX Comparison
Open Charts CLBFX vs RBAIX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
T. Rowe Price Balanced I
Price$28.39
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets4.86B
CLBFX vs RBAIX Comparison Chart in %
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CLBFX vs. RBAIX commentary
Jul 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 Buy and RBAIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. RBAIX (4.86B). RBAIX pays higher dividends than CLBFX: RBAIX (2.15) vs CLBFX (1.99). CLBFX was incepted earlier than RBAIX: CLBFX (23 years) vs RBAIX (10 years). CLBFX (0.67) is less costly to investors than RBAIX (0.52). CLBFX is a more actively managed with annual turnover of: 44.00 vs. RBAIX (39.20). CLBFX has a lower initial minimum investment than RBAIX: CLBFX (250) vs RBAIX (500000). CLBFX annual gain was more profitable for investors over the last year : 10.40 vs. RBAIX (7.92). CLBFX return over 5 years is better than : 42.59 vs. RBAIX (24.27).
| CLBFX | RBAIX | CLBFX / RBAIX | |
| Total Expense Ratio | 0.67 | 0.47 | 143% |
| Annual Report Gross Expense Ratio | 0.67 | 0.52 | 129% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 9.111 | 9.369 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 4.86B | 5,231% |
| Annual Yield % from dividends | 1.99 | 2.15 | 93% |
| Returns for 1 year | 10.40 | 7.92 | 131% |
| Returns for 3 years | 36.42 | 29.09 | 125% |
| Returns for 5 years | 42.59 | 24.27 | 175% |
| Returns for 10 years | 81.10 | N/A | - |