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CLBAX vs TAMMX
CLBAX vs TAMMX Comparison
Open Charts CLBAX vs TAMMX
American Funds American Balanced 529A
Price$35.76
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Transamerica Multi-Managed Balanced R6
Price$34.70
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets1.38B
CLBAX vs TAMMX Comparison Chart
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CLBAX vs. TAMMX commentary
Jun 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 CLBAX is a Buy and TAMMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 243B vs. TAMMX (1.39B). CLBAX (1.91) and TAMMX (1.88) 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 : 7.12 vs. TAMMX (1.84). CLBAX return over 5 years is better than : 36.50 vs. TAMMX (22.67).
| 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 | 4.703 | 1.826 | 258% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 1.39B | 17,545% |
| Annual Yield % from dividends | 1.91 | 1.88 | 102% |
| Returns for 1 year | 7.12 | 1.84 | 386% |
| Returns for 3 years | 23.47 | 16.52 | 142% |
| Returns for 5 years | 36.50 | 22.67 | 161% |
| Returns for 10 years | 71.97 | 48.18 | 149% |
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