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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
T. Rowe Price Balanced
Price$29.88
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets5.06B
CLBFX vs RPBAX Comparison Chart in %
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CLBFX vs. RPBAX commentary
Dec 04, 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 StrongBuy and RPBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. RPBAX (5.06B). RPBAX (1.90) and CLBFX (1.83) 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 : 9.42 vs. RPBAX (6.15). CLBFX return over 5 years is better than : 42.06 vs. RPBAX (17.59).
| 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 | 16.745 | 14.822 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 5.06B | 5,317% |
| Annual Yield % from dividends | 1.83 | 1.90 | 96% |
| Returns for 1 year | 9.42 | 6.15 | 153% |
| Returns for 3 years | 41.56 | 32.50 | 128% |
| Returns for 5 years | 42.06 | 17.59 | 239% |
| Returns for 10 years | 90.52 | 52.73 | 172% |
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