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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$39.42
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
T. Rowe Price Balanced
Price$29.84
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets5.07B
CLBFX vs RPBAX Comparison Chart in %
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CLBFX vs. RPBAX commentary
Nov 14, 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: 268B vs. RPBAX (5.07B). RPBAX (1.92) and CLBFX (1.86) 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 : 10.11 vs. RPBAX (7.97). CLBFX return over 5 years is better than : 44.32 vs. RPBAX (20.68).
| 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 | 16.391 | 15.286 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 5.07B | 5,290% |
| Annual Yield % from dividends | 1.86 | 1.92 | 97% |
| Returns for 1 year | 10.11 | 7.97 | 127% |
| Returns for 3 years | 44.93 | 36.88 | 122% |
| Returns for 5 years | 44.32 | 20.68 | 214% |
| Returns for 10 years | 94.43 | 56.75 | 166% |
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