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CLBAX vs TAMMX
CLBAX vs TAMMX Comparison
Open Charts CLBAX vs TAMMX
American Funds American Balanced 529A
Price$34.75
Change-$0.42 (-1.19%)
VolumeN/A
CapitalizationN/A
Transamerica Multi-Managed Balanced R6
Price$35.32
Change-$0.33 (-0.93%)
VolumeN/A
CapitalizationN/A
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CLBAX vs TAMMX Comparison Chart
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CLBAX vs. TAMMX commentary
Sep 08, 2024
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: 228B vs. TAMMX (1.3B). CLBAX pays higher dividends than TAMMX: CLBAX (2.23) vs TAMMX (1.71). CLBAX was incepted earlier than TAMMX: CLBAX (23 years) vs TAMMX (9 years). 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 : 18.79 vs. TAMMX (16.30). CLBAX return over 5 years is better than : 38.15 vs. TAMMX (31.03).
| CLBAX | TAMMX | CLBAX / TAMMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 10.887 | 12.107 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 1.3B | 17,593% |
| Annual Yield % from dividends | 2.23 | 1.71 | 131% |
| Returns for 1 year | 18.79 | 16.30 | 115% |
| Returns for 3 years | 10.39 | 2.55 | 407% |
| Returns for 5 years | 38.15 | 31.03 | 123% |
| Returns for 10 years | 61.19 | N/A | - |