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CLBAX vs TAMMX
CLBAX vs TAMMX Comparison
Open Charts CLBAX vs TAMMX
American Funds American Balanced 529A
Price$38.56
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets263.06B
Transamerica Multi-Managed Balanced R6
Price$37.36
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets1.49B
CLBAX vs TAMMX Comparison Chart in %
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CLBAX vs. TAMMX commentary
Sep 16, 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: 263B vs. TAMMX (1.49B). CLBAX (1.80) and TAMMX (1.74) 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 : 9.78 vs. TAMMX (4.80). CLBAX return over 5 years is better than : 43.89 vs. TAMMX (26.27).
| 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 | 13.242 | 10.214 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.49B | 17,710% |
| Annual Yield % from dividends | 1.80 | 1.74 | 103% |
| Returns for 1 year | 9.78 | 4.80 | 204% |
| Returns for 3 years | 44.03 | 33.27 | 132% |
| Returns for 5 years | 43.89 | 26.27 | 167% |
| Returns for 10 years | 92.11 | 66.08 | 139% |
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