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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$34.26
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
T. Rowe Price Capital Appreciation I
Price$35.00
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets64.05B
CLBFX vs TRAIX Comparison Chart
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CLBFX vs. TRAIX commentary
May 09, 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: 234B vs. TRAIX (64.1B). TRAIX pays higher dividends than CLBFX: TRAIX (2.28) vs CLBFX (2.15). 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 : 4.89 vs. TRAIX (0.43). CLBFX return over 5 years is better than : 39.69 vs. TRAIX (24.80).
| 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 | 0.495 | 0.665 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 64.1B | 365% |
| Annual Yield % from dividends | 2.15 | 2.28 | 94% |
| Returns for 1 year | 4.89 | 0.43 | 1,142% |
| Returns for 3 years | 23.73 | 13.85 | 171% |
| Returns for 5 years | 39.69 | 24.80 | 160% |
| Returns for 10 years | 65.92 | N/A | - |
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