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CLBCX vs TRAIX
CLBCX vs TRAIX Comparison
Open Charts CLBCX vs TRAIX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
T. Rowe Price Capital Appreciation I
Price$37.97
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets69.91B
CLBCX vs TRAIX Comparison Chart in %
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CLBCX vs. TRAIX commentary
Aug 18, 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 CLBCX is a Buy and TRAIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. TRAIX (69.9B). TRAIX pays higher dividends than CLBCX: TRAIX (2.11) vs CLBCX (1.12). CLBCX was incepted earlier than TRAIX: CLBCX (24 years) vs TRAIX (10 years). CLBCX (1.35) is less costly to investors than TRAIX (0.61). TRAIX is a more actively managed with annual turnover of: 85.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than TRAIX: CLBCX (250) vs TRAIX (500000). CLBCX annual gain was more profitable for investors over the last year : 7.14 vs. TRAIX (4.36). CLBCX return over 5 years is better than : 34.64 vs. TRAIX (23.10).
| CLBCX | TRAIX | CLBCX / TRAIX | |
| Total Expense Ratio | 1.35 | 0.58 | 233% |
| Annual Report Gross Expense Ratio | 1.35 | 0.61 | 221% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 9.208 | 9.708 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 69.9B | 366% |
| Annual Yield % from dividends | 1.12 | 2.11 | 53% |
| Returns for 1 year | 7.14 | 4.36 | 164% |
| Returns for 3 years | 27.58 | 14.21 | 194% |
| Returns for 5 years | 34.64 | 23.10 | 150% |
| Returns for 10 years | 65.77 | N/A | - |
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