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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
T. Rowe Price Balanced
Price$28.94
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets4.92B
CLBFX vs RPBAX Comparison Chart in %
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CLBFX vs. RPBAX commentary
Sep 08, 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: 259B vs. RPBAX (4.93B). RPBAX (1.96) and CLBFX (1.94) 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 (6.72). CLBFX return over 5 years is better than : 42.70 vs. RPBAX (21.26).
| 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 | 11.495 | 11.324 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 4.93B | 5,259% |
| Annual Yield % from dividends | 1.94 | 1.96 | 99% |
| Returns for 1 year | 10.11 | 6.72 | 150% |
| Returns for 3 years | 41.65 | 33.23 | 125% |
| Returns for 5 years | 42.70 | 21.26 | 201% |
| Returns for 10 years | 92.18 | 52.18 | 177% |
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