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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
T. Rowe Price Balanced
Price$29.38
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets5.01B
CLBFX vs RPBAX Comparison Chart in %
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CLBFX vs. RPBAX commentary
Oct 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. RPBAX (5.01B). RPBAX (1.94) and CLBFX (1.89) 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 : 8.84 vs. RPBAX (6.27). CLBFX return over 5 years is better than : 45.11 vs. RPBAX (22.30).
| 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 | 14.767 | 13.508 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 5.01B | 5,314% |
| Annual Yield % from dividends | 1.89 | 1.94 | 98% |
| Returns for 1 year | 8.84 | 6.27 | 141% |
| Returns for 3 years | 52.03 | 42.43 | 123% |
| Returns for 5 years | 45.11 | 22.30 | 202% |
| Returns for 10 years | 91.64 | 52.91 | 173% |
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