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CLBCX vs TRAIX
CLBCX vs TRAIX Comparison
Open Charts CLBCX vs TRAIX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
T. Rowe Price Capital Appreciation I
Price$38.08
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets69.54B
CLBCX vs TRAIX Comparison Chart in %
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CLBCX vs. TRAIX commentary
Sep 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 CLBCX is a Hold and TRAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. TRAIX (69.5B). TRAIX pays higher dividends than CLBCX: TRAIX (2.10) vs CLBCX (1.11). 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 : 6.89 vs. TRAIX (1.82). CLBCX return over 5 years is better than : 40.41 vs. TRAIX (26.02).
| 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 | 12.100 | 10.026 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 69.5B | 377% |
| Annual Yield % from dividends | 1.11 | 2.10 | 53% |
| Returns for 1 year | 6.89 | 1.82 | 379% |
| Returns for 3 years | 48.11 | 29.66 | 162% |
| Returns for 5 years | 40.41 | 26.02 | 155% |
| Returns for 10 years | 80.86 | N/A | - |
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