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CLBAX vs TAMMX
CLBAX vs TAMMX Comparison
Open Charts CLBAX vs TAMMX
American Funds American Balanced 529A
Price$37.09
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
Transamerica Multi-Managed Balanced R6
Price$36.22
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets1.45B
CLBAX vs TAMMX Comparison Chart in %
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CLBAX vs. TAMMX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. TAMMX (1.45B). CLBAX (1.82) and TAMMX (1.76) have matching dividends . CLBAX was incepted earlier than TAMMX: CLBAX (24 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 : 10.14 vs. TAMMX (6.67). CLBAX return over 5 years is better than : 38.83 vs. TAMMX (23.59).
| CLBAX | TAMMX | CLBAX / TAMMX | |
| Total Expense Ratio | 0.58 | 0.65 | 89% |
| Annual Report Gross Expense Ratio | 0.58 | 0.65 | 89% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 8.925 | 7.252 | 123% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.45B | 17,566% |
| Annual Yield % from dividends | 1.82 | 1.76 | 103% |
| Returns for 1 year | 10.14 | 6.67 | 152% |
| Returns for 3 years | 32.77 | 23.13 | 142% |
| Returns for 5 years | 38.83 | 23.59 | 165% |
| Returns for 10 years | 77.44 | 56.20 | 138% |