CLBFX
Price
$39.30
Change
+$0.27 (+0.69%)
Updated
Oct 24 closing price
Net Assets
268.39B
TRAIX
Price
$39.00
Change
+$0.19 (+0.49%)
Updated
Oct 24 closing price
Net Assets
71.85B
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CLBFX vs TRAIX

Header iconCLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIXBanner chart's image
American Funds American Balanced 529F
Price$39.30
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
T. Rowe Price Capital Appreciation I
Price$39.00
Change+$0.19 (+0.49%)
VolumeN/A
Net Assets71.85B
CLBFX vs TRAIX Comparison Chart in %
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CLBFX vs. TRAIX commentary
Oct 27, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 268B vs. TRAIX (71.9B). TRAIX pays higher dividends than CLBFX: TRAIX (2.08) vs CLBFX (1.89). 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 : 11.14 vs. TRAIX (4.49). CLBFX return over 5 years is better than : 47.42 vs. TRAIX (22.02).
CLBFXTRAIXCLBFX / TRAIX
Total Expense Ratio0.670.58116%
Annual Report Gross Expense Ratio0.670.61110%
Fund Existence23 years10 years-
Gain YTD16.03712.684126%
Front LoadN/AN/A-
Min. Initial Investment2505000000%
Min. Initial Investment IRAN/AN/A-
Net Assets268B71.9B373%
Annual Yield % from dividends1.892.0891%
Returns for 1 year11.144.49248%
Returns for 3 years50.3428.75175%
Returns for 5 years47.4222.02215%
Returns for 10 years90.96N/A-
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