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CLBAX vs TAMMX
CLBAX vs TAMMX Comparison
Open Charts CLBAX vs TAMMX
American Funds American Balanced 529A
Price$36.75
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets252.03B
Transamerica Multi-Managed Balanced R6
Price$35.70
Change-$0.12 (-0.34%)
VolumeN/A
Net Assets1.43B
CLBAX vs TAMMX Comparison Chart in %
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CLBAX vs. TAMMX commentary
Jul 13, 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 CLBAX is a Buy and TAMMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. TAMMX (1.43B). CLBAX (1.84) and TAMMX (1.78) have matching dividends . CLBAX was incepted earlier than TAMMX: CLBAX (23 years) vs TAMMX (10 years). TAMMX (0.65) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. TAMMX (41.00). TAMMX has a lower initial minimum investment than CLBAX: TAMMX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 6.77 vs. TAMMX (2.64). CLBAX return over 5 years is better than : 41.90 vs. TAMMX (26.63).
| CLBAX | TAMMX | CLBAX / TAMMX | |
| Total Expense Ratio | 0.58 | 0.65 | 89% |
| Annual Report Gross Expense Ratio | 0.58 | 0.65 | 89% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 7.926 | 5.713 | 139% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.43B | 17,647% |
| Annual Yield % from dividends | 1.84 | 1.78 | 103% |
| Returns for 1 year | 6.77 | 2.64 | 256% |
| Returns for 3 years | 37.05 | 28.05 | 132% |
| Returns for 5 years | 41.90 | 26.63 | 157% |
| Returns for 10 years | 75.11 | 53.23 | 141% |
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