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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
T. Rowe Price Capital Appreciation I
Price$35.66
Change-$3.12 (-8.05%)
VolumeN/A
Net Assets70.59B
CLBFX vs TRAIX Comparison Chart in %
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CLBFX vs. TRAIX commentary
Feb 04, 2026
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 Hold and TRAIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. TRAIX (70.6B). CLBFX pays higher dividends than TRAIX: CLBFX (2.03) vs TRAIX (1.91). 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 : 11.50 vs. TRAIX (2.05). CLBFX return over 5 years is better than : 38.44 vs. TRAIX (13.23).
| 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 | 2.464 | -0.196 | -1,258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 70.6B | 382% |
| Annual Yield % from dividends | 2.03 | 1.91 | 107% |
| Returns for 1 year | 11.50 | 2.05 | 562% |
| Returns for 3 years | 37.33 | 20.64 | 181% |
| Returns for 5 years | 38.44 | 13.23 | 291% |
| Returns for 10 years | 104.71 | 75.81 | 138% |
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