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CLBFX vs TRAIX
CLBFX vs TRAIX Comparison
Open Charts CLBFX vs TRAIX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
T. Rowe Price Capital Appreciation I
Price$38.81
Change-$0.32 (-0.82%)
VolumeN/A
Net Assets72.02B
CLBFX vs TRAIX Comparison Chart in %
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CLBFX vs. TRAIX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. TRAIX (72B). TRAIX pays higher dividends than CLBFX: TRAIX (2.04) vs CLBFX (1.86). 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 : 8.91 vs. TRAIX (2.87). CLBFX return over 5 years is better than : 42.56 vs. TRAIX (18.26).
| 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 | 14.974 | 13.060 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 72B | 374% |
| Annual Yield % from dividends | 1.86 | 2.04 | 91% |
| Returns for 1 year | 8.91 | 2.87 | 310% |
| Returns for 3 years | 44.01 | 25.06 | 176% |
| Returns for 5 years | 42.56 | 18.26 | 233% |
| Returns for 10 years | 90.28 | N/A | - |
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