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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
T. Rowe Price Balanced
Price$27.58
Change-$0.25 (-0.90%)
VolumeN/A
Net Assets4.73B
CLBFX vs RPBAX Comparison Chart
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CLBFX vs. RPBAX commentary
Jun 16, 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: 244B vs. RPBAX (4.73B). CLBFX (2.07) and RPBAX (2.01) 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 : 5.44 vs. RPBAX (3.81). CLBFX return over 5 years is better than : 41.30 vs. RPBAX (24.38).
| 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 | 4.519 | 5.388 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.73B | 5,161% |
| Annual Yield % from dividends | 2.07 | 2.01 | 103% |
| Returns for 1 year | 5.44 | 3.81 | 143% |
| Returns for 3 years | 34.29 | 28.55 | 120% |
| Returns for 5 years | 41.30 | 24.38 | 169% |
| Returns for 10 years | 73.68 | 37.11 | 199% |
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