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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
T. Rowe Price Capital Appreciation I
Price$38.43
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets70.75B
CLBFX vs TRAIX Comparison Chart in %
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CLBFX vs. TRAIX commentary
Nov 20, 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: 263B vs. TRAIX (70.7B). TRAIX pays higher dividends than CLBFX: TRAIX (2.04) vs CLBFX (1.86). CLBFX was incepted earlier than TRAIX: CLBFX (23 years) vs TRAIX (10 years). CLBFX (0.67) is less costly to investors than TRAIX (0.61). TRAIX is a more actively managed with annual turnover of: 85.00 vs. CLBFX (44.00). 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 : 9.14 vs. TRAIX (2.22). CLBFX return over 5 years is better than : 41.70 vs. TRAIX (17.05).
| CLBFX | TRAIX | CLBFX / TRAIX | |
| Total Expense Ratio | 0.67 | 0.58 | 116% |
| Annual Report Gross Expense Ratio | 0.67 | 0.61 | 110% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 14.206 | 11.124 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 70.7B | 372% |
| Annual Yield % from dividends | 1.86 | 2.04 | 91% |
| Returns for 1 year | 9.14 | 2.22 | 412% |
| Returns for 3 years | 42.41 | 23.82 | 178% |
| Returns for 5 years | 41.70 | 17.05 | 245% |
| Returns for 10 years | 86.89 | N/A | - |
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