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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
T. Rowe Price Capital Appreciation I
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets71.43B
CLBFX vs TRAIX Comparison Chart in %
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CLBFX vs. TRAIX commentary
Dec 05, 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 StrongBuy and TRAIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. TRAIX (71.4B). TRAIX pays higher dividends than CLBFX: TRAIX (2.03) vs CLBFX (1.83). 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 : 9.92 vs. TRAIX (1.85). CLBFX return over 5 years is better than : 41.82 vs. TRAIX (15.18).
| 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 | 17.277 | 12.482 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 71.4B | 377% |
| Annual Yield % from dividends | 1.83 | 2.03 | 90% |
| Returns for 1 year | 9.92 | 1.85 | 536% |
| Returns for 3 years | 42.21 | 22.54 | 187% |
| Returns for 5 years | 41.82 | 15.18 | 276% |
| Returns for 10 years | 91.38 | N/A | - |
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