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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
T. Rowe Price Balanced
Price$28.17
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets4.83B
CLBFX vs RPBAX Comparison Chart in %
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CLBFX vs. RPBAX commentary
Jul 08, 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 RPBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. RPBAX (4.83B). RPBAX (2.01) and CLBFX (1.99) have matching dividends . CLBFX was incepted earlier than RPBAX: CLBFX (23 years) vs RPBAX (86 years). CLBFX (0.67) and RPBAX (0.65) have similar cost to investors . CLBFX is a more actively managed with annual turnover of: 44.00 vs. RPBAX (39.20). CLBFX has a lower initial minimum investment than RPBAX: CLBFX (250) vs RPBAX (2500). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. RPBAX (5.67). CLBFX return over 5 years is better than : 44.49 vs. RPBAX (25.44).
| CLBFX | RPBAX | CLBFX / RPBAX | |
| Total Expense Ratio | 0.67 | 0.60 | 112% |
| Annual Report Gross Expense Ratio | 0.67 | 0.65 | 103% |
| Fund Existence | 23 years | 86 years | - |
| Gain YTD | 8.169 | 8.362 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.83B | 5,215% |
| Annual Yield % from dividends | 1.99 | 2.01 | 99% |
| Returns for 1 year | 8.02 | 5.67 | 141% |
| Returns for 3 years | 36.80 | 29.46 | 125% |
| Returns for 5 years | 44.49 | 25.44 | 175% |
| Returns for 10 years | 81.14 | 43.28 | 187% |
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