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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$36.94
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
T. Rowe Price Capital Appreciation I
Price$37.59
Change-$0.10 (-0.27%)
VolumeN/A
Net Assets69.16B
CLBFX vs TRAIX Comparison Chart in %
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CLBFX vs. TRAIX commentary
Aug 07, 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: 252B vs. TRAIX (69.2B). TRAIX pays higher dividends than CLBFX: TRAIX (2.11) vs CLBFX (1.97). 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 : 10.98 vs. TRAIX (6.92). CLBFX return over 5 years is better than : 39.59 vs. TRAIX (22.82).
| 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 | 8.728 | 8.899 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 69.2B | 364% |
| Annual Yield % from dividends | 1.97 | 2.11 | 94% |
| Returns for 1 year | 10.98 | 6.92 | 159% |
| Returns for 3 years | 32.87 | 15.89 | 207% |
| Returns for 5 years | 39.59 | 22.82 | 174% |
| Returns for 10 years | 80.83 | N/A | - |
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