CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
TRAIX
Price
$36.99
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
68.1B
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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$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
T. Rowe Price Capital Appreciation I
Price$36.99
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets68.1B
CLBFX vs TRAIX Comparison Chart in %
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CLBFX vs. TRAIX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. TRAIX (68.1B). 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 : 8.02 vs. TRAIX (3.82). CLBFX return over 5 years is better than : 44.49 vs. TRAIX (26.55).
CLBFXTRAIXCLBFX / TRAIX
Total Expense Ratio0.670.58116%
Annual Report Gross Expense Ratio0.670.61110%
Fund Existence23 years10 years-
Gain YTD8.1696.877119%
Front LoadN/AN/A-
Min. Initial Investment2505000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B68.1B370%
Annual Yield % from dividends1.992.1592%
Returns for 1 year8.023.82210%
Returns for 3 years36.8023.00160%
Returns for 5 years44.4926.55168%
Returns for 10 years81.14N/A-
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