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CLBAX vs TAMMX
CLBAX vs TAMMX Comparison
Open Charts CLBAX vs TAMMX
American Funds American Balanced 529A
Price$33.63
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Transamerica Multi-Managed Balanced R6
Price$32.76
Change+$0.49 (+1.52%)
VolumeN/A
Net Assets1.29B
CLBAX vs TAMMX Comparison Chart
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CLBAX vs. TAMMX commentary
Apr 25, 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: 227B vs. TAMMX (1.3B). 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 : 4.16 vs. TAMMX (-0.36). CLBAX return over 5 years is better than : 37.48 vs. TAMMX (23.98).
| 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 | -1.533 | -4.894 | 31% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 1.3B | 17,529% |
| Annual Yield % from dividends | 1.98 | 1.93 | 102% |
| Returns for 1 year | 4.16 | -0.36 | -1,167% |
| Returns for 3 years | 15.66 | 6.62 | 237% |
| Returns for 5 years | 37.48 | 23.98 | 156% |
| Returns for 10 years | 58.78 | N/A | - |
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