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CTLFX vs RLBAX
CTLFX vs RLBAX Comparison
Open Charts CTLFX vs RLBAX
American Funds College 2033 529F1
Price$14.15
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets4.2B
American Funds American Balanced R1
Price$39.14
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
CTLFX vs RLBAX Comparison Chart in %
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CTLFX vs. RLBAX 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 CTLFX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 268B vs. CTLFX (4.2B). CTLFX pays higher dividends than RLBAX: CTLFX (2.58) vs RLBAX (1.08). CTLFX was incepted earlier than RLBAX: CTLFX (11 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than CTLFX (0.76). RLBAX is a more actively managed with annual turnover of: 44.00 vs. CTLFX (6.00). CTLFX (250) and RLBAX (250) have matching initial minimum investment requirements. CTLFX annual gain was more profitable for investors over the last year : 11.23 vs. RLBAX (9.08). RLBAX return over 5 years is better than : 36.92 vs. CTLFX (18.42).
| CTLFX | RLBAX | CTLFX / RLBAX | |
| Total Expense Ratio | 0.76 | 1.31 | 58% |
| Annual Report Gross Expense Ratio | 0.76 | 1.31 | 58% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 13.381 | 15.481 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.2B | 268B | 2% |
| Annual Yield % from dividends | 2.58 | 1.08 | 238% |
| Returns for 1 year | 11.23 | 9.08 | 124% |
| Returns for 3 years | 37.56 | 40.52 | 93% |
| Returns for 5 years | 18.42 | 36.92 | 50% |
| Returns for 10 years | 75.36 | 69.99 | 108% |
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