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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$38.83
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
T. Rowe Price Capital Appreciation I
Price$38.58
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets70.73B
CLBFX vs TRAIX Comparison Chart in %
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CLBFX vs. TRAIX commentary
Oct 06, 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: 266B vs. TRAIX (70.7B). TRAIX pays higher dividends than CLBFX: TRAIX (2.08) vs CLBFX (1.60). 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 : 9.65 vs. TRAIX (3.78). CLBFX return over 5 years is better than : 47.63 vs. TRAIX (25.49).
| 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 | 14.291 | 11.471 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 70.7B | 376% |
| Annual Yield % from dividends | 1.60 | 2.08 | 77% |
| Returns for 1 year | 9.65 | 3.78 | 255% |
| Returns for 3 years | 48.19 | 26.93 | 179% |
| Returns for 5 years | 47.63 | 25.49 | 187% |
| Returns for 10 years | 94.49 | N/A | - |
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