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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$38.48
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
T. Rowe Price Capital Appreciation I
Price$37.94
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets69.41B
CLBFX vs TRAIX Comparison Chart in %
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CLBFX vs. TRAIX commentary
Sep 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: 262B vs. TRAIX (69.4B). TRAIX pays higher dividends than CLBFX: TRAIX (2.10) vs CLBFX (1.94). 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 : 10.50 vs. TRAIX (3.09). CLBFX return over 5 years is better than : 46.27 vs. TRAIX (24.83).
| 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 | 13.261 | 9.621 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 69.4B | 378% |
| Annual Yield % from dividends | 1.94 | 2.10 | 93% |
| Returns for 1 year | 10.50 | 3.09 | 340% |
| Returns for 3 years | 43.66 | 21.77 | 201% |
| Returns for 5 years | 46.27 | 24.83 | 186% |
| Returns for 10 years | 95.06 | N/A | - |
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