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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets238.66B
T. Rowe Price Capital Appreciation I
Price$35.24
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets65.05B
CLBFX vs TRAIX Comparison Chart
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CLBFX vs. TRAIX commentary
Jan 19, 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 Buy and TRAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 239B vs. TRAIX (65.1B). 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 : 12.43 vs. TRAIX (7.04). CLBFX return over 5 years is better than : 32.62 vs. TRAIX (18.80).
| 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 | 1.958 | 1.820 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 65.1B | 367% |
| Annual Yield % from dividends | 2.39 | 2.08 | 115% |
| Returns for 1 year | 12.43 | 7.04 | 176% |
| Returns for 3 years | 14.37 | 4.46 | 322% |
| Returns for 5 years | 32.62 | 18.80 | 173% |
| Returns for 10 years | 72.52 | N/A | - |
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