CLBCX
Price
$41.03
Change
+$0.10 (+0.24%)
Updated
Jun 2 closing price
Net Assets
278.87B
TRAIX
Price
$37.81
Change
-$0.10 (-0.26%)
Updated
Jun 2 closing price
Net Assets
71.18B
Interact to see
Advertisement

CLBCX vs TRAIX

Header iconCLBCX vs TRAIX Comparison
Open Charts CLBCX vs TRAIXBanner chart's image
CLBCX vs TRAIX Comparison Chart in %
View a ticker or compare two or three
VS
CLBCX vs. TRAIX commentary
Jun 04, 2026

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 CLBCX is a Hold and TRAIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 279B vs. TRAIX (71.2B). TRAIX pays higher dividends than CLBCX: TRAIX (1.81) vs CLBCX (1.10). CLBCX was incepted earlier than TRAIX: CLBCX (24 years) vs TRAIX (10 years). CLBCX (1.35) is less costly to investors than TRAIX (0.61). TRAIX is a more actively managed with annual turnover of: 124.70 vs. CLBCX (50.00). CLBCX has a lower initial minimum investment than TRAIX: CLBCX (250) vs TRAIX (500000). CLBCX annual gain was more profitable for investors over the last year : 16.84 vs. TRAIX (8.21). CLBCX return over 5 years is better than : 32.06 vs. TRAIX (12.05).
CLBCXTRAIXCLBCX / TRAIX
Total Expense Ratio1.350.58233%
Annual Report Gross Expense Ratio1.350.61221%
Fund Existence24 years10 years-
Gain YTD9.3306.101153%
Front LoadN/AN/A-
Min. Initial Investment2505000000%
Min. Initial Investment IRAN/AN/A-
Net Assets279B71.2B392%
Annual Yield % from dividends1.101.8161%
Returns for 1 year16.848.21205%
Returns for 3 years42.2124.84170%
Returns for 5 years32.0612.05266%
Returns for 10 years83.4368.75121%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CNWFX106.93N/A
N/A
American Funds New World 529F
FVFRX63.18N/A
N/A
Franklin Small Cap Value R
LYRBX32.12N/A
N/A
Lyrical US Value Equity Investor
NWHGX17.73N/A
N/A
Nationwide Bailard Sm Cp Val R6
RGOIX25.31N/A
N/A
RBC Global Opportunities I