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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$35.64
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
T. Rowe Price Capital Appreciation I
Price$35.87
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets66.09B
CLBFX vs TRAIX Comparison Chart
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CLBFX vs. TRAIX commentary
Jun 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. TRAIX (66.1B). TRAIX pays higher dividends than CLBFX: TRAIX (2.22) vs CLBFX (2.07). CLBFX was incepted earlier than TRAIX: CLBFX (23 years) vs TRAIX (9 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 : 7.12 vs. TRAIX (2.22). CLBFX return over 5 years is better than : 37.52 vs. TRAIX (19.86).
| 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 | 9 years | - |
| Gain YTD | 4.660 | 3.814 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 66.1B | 369% |
| Annual Yield % from dividends | 2.07 | 2.22 | 93% |
| Returns for 1 year | 7.12 | 2.22 | 321% |
| Returns for 3 years | 24.88 | 13.27 | 188% |
| Returns for 5 years | 37.52 | 19.86 | 189% |
| Returns for 10 years | 75.19 | N/A | - |
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