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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$33.24
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets227.57B
T. Rowe Price Capital Appreciation I
Price$34.02
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets62.72B
CLBFX vs TRAIX Comparison Chart
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CLBFX vs. TRAIX commentary
Apr 16, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 228B vs. TRAIX (62.7B). TRAIX pays higher dividends than CLBFX: TRAIX (2.28) vs CLBFX (2.14). CLBFX was incepted earlier than TRAIX: CLBFX (23 years) vs TRAIX (9 years). CLBFX (0.68) is less costly to investors than TRAIX (0.61). CLBFX is a more actively managed with annual turnover of: 171.00 vs. TRAIX (85.00). 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 : 2.81 vs. TRAIX (0.10). CLBFX return over 5 years is better than : 38.84 vs. TRAIX (26.86).
| CLBFX | TRAIX | CLBFX / TRAIX | |
| Total Expense Ratio | 0.68 | 0.59 | 115% |
| Annual Report Gross Expense Ratio | 0.68 | 0.61 | 111% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -2.526 | -1.560 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 62.7B | 364% |
| Annual Yield % from dividends | 2.14 | 2.28 | 94% |
| Returns for 1 year | 2.81 | 0.10 | 2,837% |
| Returns for 3 years | 12.94 | 3.48 | 372% |
| Returns for 5 years | 38.84 | 26.86 | 145% |
| Returns for 10 years | 61.84 | N/A | - |