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CLBFX vs RPBAX
CLBFX vs RPBAX Comparison
Open Charts CLBFX vs RPBAX
American Funds American Balanced 529F
Price$37.50
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
T. Rowe Price Balanced
Price$28.55
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets5.06B
CLBFX vs RPBAX Comparison Chart in %
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CLBFX vs. RPBAX commentary
Dec 27, 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 (9.28) and RPBAX (9.06) have marching annual gain over last year. CLBFX return over 5 years is better than : 37.42 vs. RPBAX (15.81).
| 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 | 10.722 | 10.302 | 104% |
| 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 | 9.28 | 9.06 | 103% |
| Returns for 3 years | 38.20 | 35.65 | 107% |
| Returns for 5 years | 37.42 | 15.81 | 237% |
| Returns for 10 years | 88.92 | 56.31 | 158% |
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