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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$39.30
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
T. Rowe Price Capital Appreciation I
Price$39.00
Change+$0.19 (+0.49%)
VolumeN/A
Net Assets71.85B
CLBFX vs TRAIX Comparison Chart in %
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CLBFX vs. TRAIX commentary
Oct 27, 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: 268B vs. TRAIX (71.9B). TRAIX pays higher dividends than CLBFX: TRAIX (2.08) vs CLBFX (1.89). 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 : 11.14 vs. TRAIX (4.49). CLBFX return over 5 years is better than : 47.42 vs. TRAIX (22.02).
| 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 | 16.037 | 12.684 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 71.9B | 373% |
| Annual Yield % from dividends | 1.89 | 2.08 | 91% |
| Returns for 1 year | 11.14 | 4.49 | 248% |
| Returns for 3 years | 50.34 | 28.75 | 175% |
| Returns for 5 years | 47.42 | 22.02 | 215% |
| Returns for 10 years | 90.96 | N/A | - |
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