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CLBAX vs TAMMX
CLBAX vs TAMMX Comparison
Open Charts CLBAX vs TAMMX
American Funds American Balanced 529A
Price$33.42
Change-$0.87 (-2.54%)
VolumeN/A
Net Assets235.03B
Transamerica Multi-Managed Balanced R6
Price$32.63
Change-$0.90 (-2.68%)
VolumeN/A
Net Assets1.36B
CLBAX vs TAMMX Comparison Chart
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CLBAX vs. TAMMX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 235B vs. TAMMX (1.36B). CLBAX (1.98) and TAMMX (1.93) have matching dividends . CLBAX was incepted earlier than TAMMX: CLBAX (23 years) vs TAMMX (10 years). TAMMX (0.66) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. TAMMX (33.00). 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 : 4.28 vs. TAMMX (1.38). CLBAX return over 5 years is better than : 51.92 vs. TAMMX (41.05).
| CLBAX | TAMMX | CLBAX / TAMMX | |
| Total Expense Ratio | 0.60 | 0.66 | 91% |
| Annual Report Gross Expense Ratio | 0.60 | 0.66 | 91% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 0.399 | -1.181 | -34% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 1.36B | 17,330% |
| Annual Yield % from dividends | 1.98 | 1.93 | 102% |
| Returns for 1 year | 4.28 | 1.38 | 309% |
| Returns for 3 years | 13.59 | 5.26 | 259% |
| Returns for 5 years | 51.92 | 41.05 | 126% |
| Returns for 10 years | 64.57 | N/A | - |
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