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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
T. Rowe Price Capital Appreciation I
Price$37.80
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets69.55B
CLBFX vs TRAIX Comparison Chart in %
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CLBFX vs. TRAIX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. TRAIX (69.6B). TRAIX pays higher dividends than CLBFX: TRAIX (2.15) vs CLBFX (1.99). 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 : 10.40 vs. TRAIX (6.09). CLBFX return over 5 years is better than : 42.59 vs. TRAIX (24.83).
| 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 | 9.111 | 9.217 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 69.6B | 365% |
| Annual Yield % from dividends | 1.99 | 2.15 | 92% |
| Returns for 1 year | 10.40 | 6.09 | 171% |
| Returns for 3 years | 36.42 | 21.99 | 166% |
| Returns for 5 years | 42.59 | 24.83 | 172% |
| Returns for 10 years | 81.10 | N/A | - |
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