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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
T. Rowe Price Balanced
Price$29.01
Change-$0.39 (-1.33%)
VolumeN/A
Net Assets5.07B
CLBFX vs RPBAX Comparison Chart in %
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CLBFX vs. RPBAX commentary
Feb 05, 2026
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 Hold and RPBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. RPBAX (5.07B). RPBAX (2.07) and CLBFX (2.03) 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 : 11.50 vs. RPBAX (10.42). CLBFX return over 5 years is better than : 38.44 vs. RPBAX (14.88).
| 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 | 2.464 | 2.220 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.07B | 5,323% |
| Annual Yield % from dividends | 2.03 | 2.07 | 98% |
| Returns for 1 year | 11.50 | 10.42 | 110% |
| Returns for 3 years | 37.33 | 30.98 | 120% |
| Returns for 5 years | 38.44 | 14.88 | 258% |
| Returns for 10 years | 104.71 | 70.95 | 148% |
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