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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
T. Rowe Price Capital Appreciation I
Price$35.29
Change-$0.32 (-0.90%)
VolumeN/A
Net Assets65.45B
CLBFX vs TRAIX Comparison Chart
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CLBFX vs. TRAIX commentary
Feb 23, 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 Hold and TRAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. TRAIX (65.5B). CLBFX pays higher dividends than TRAIX: CLBFX (2.39) vs TRAIX (2.08). CLBFX was incepted earlier than TRAIX: CLBFX (22 years) vs TRAIX (9 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. TRAIX (65.10). CLBFX has a lower initial minimum investment than TRAIX: CLBFX (250) vs TRAIX (500000). CLBFX annual gain was more profitable for investors over the last year : 9.36 vs. TRAIX (2.97). CLBFX return over 5 years is better than : 32.87 vs. TRAIX (18.38).
| CLBFX | TRAIX | CLBFX / TRAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 2.894 | 1.965 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 65.5B | 369% |
| Annual Yield % from dividends | 2.39 | 2.08 | 115% |
| Returns for 1 year | 9.36 | 2.97 | 315% |
| Returns for 3 years | 19.64 | 7.74 | 254% |
| Returns for 5 years | 32.87 | 18.38 | 179% |
| Returns for 10 years | 68.67 | N/A | - |
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