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CLBFX vs RBAIX
CLBFX vs RBAIX Comparison
Open Charts CLBFX vs RBAIX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
T. Rowe Price Balanced I
Price$27.56
Change-$0.26 (-0.93%)
VolumeN/A
Net Assets4.73B
CLBFX vs RBAIX Comparison Chart
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CLBFX vs. RBAIX 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 RBAIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. RBAIX (4.73B). RBAIX (2.15) and CLBFX (2.07) have matching dividends . 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 : 5.44 vs. RBAIX (3.92). CLBFX return over 5 years is better than : 41.30 vs. RBAIX (25.10).
| 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 | 4.519 | 5.428 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.73B | 5,161% |
| Annual Yield % from dividends | 2.07 | 2.15 | 96% |
| Returns for 1 year | 5.44 | 3.92 | 139% |
| Returns for 3 years | 34.29 | 29.02 | 118% |
| Returns for 5 years | 41.30 | 25.10 | 165% |
| Returns for 10 years | 73.68 | N/A | - |
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