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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation I
Price$34.60
Change-$4.28 (-11.01%)
VolumeN/A
CapitalizationN/A
CLBFX vs TRAIX Comparison Chart
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CLBFX vs. TRAIX commentary
Dec 19, 2024
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 StrongBuy and TRAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. TRAIX (66.1B). CLBFX pays higher dividends than TRAIX: CLBFX (2.39) vs TRAIX (2.08). CLBFX was incepted earlier than TRAIX: CLBFX (22 years) vs TRAIX (9 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. TRAIX (65.10). 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 : 12.67 vs. TRAIX (5.13). CLBFX return over 5 years is better than : 35.48 vs. TRAIX (20.04).
| CLBFX | TRAIX | CLBFX / TRAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 11.647 | 4.355 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 66.1B | 365% |
| Annual Yield % from dividends | 2.39 | 2.08 | 115% |
| Returns for 1 year | 12.67 | 5.13 | 247% |
| Returns for 3 years | 13.69 | 1.13 | 1,216% |
| Returns for 5 years | 35.48 | 20.04 | 177% |
| Returns for 10 years | 61.86 | N/A | - |
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