CLBFX
Price
$37.07
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
TRAIX
Price
$37.80
Change
+$0.13 (+0.35%)
Updated
Jul 25 closing price
Net Assets
69.55B
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CLBFX vs TRAIX

Header iconCLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIXBanner chart's image
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.

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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).
CLBFXTRAIXCLBFX / TRAIX
Total Expense Ratio0.670.58116%
Annual Report Gross Expense Ratio0.670.61110%
Fund Existence23 years10 years-
Gain YTD9.1119.21799%
Front LoadN/AN/A-
Min. Initial Investment2505000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B69.6B365%
Annual Yield % from dividends1.992.1592%
Returns for 1 year10.406.09171%
Returns for 3 years36.4221.99166%
Returns for 5 years42.5924.83172%
Returns for 10 years81.10N/A-
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