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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Transamerica Balanced II R
Price$11.88
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets70.48M
CLBAX vs TBLRX Comparison Chart
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CLBAX vs. TBLRX commentary
Jan 19, 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 TBLRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. TBLRX (70.5M). CLBAX pays higher dividends than TBLRX: CLBAX (2.23) vs TBLRX (1.41). CLBAX was incepted earlier than TBLRX: CLBAX (23 years) vs TBLRX (31 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. TBLRX (34.00). TBLRX has a lower initial minimum investment than CLBAX: TBLRX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 12.29 vs. TBLRX (2.74). CLBAX return over 5 years is better than : 31.49 vs. TBLRX (8.41).
| CLBAX | TBLRX | CLBAX / TBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 1.956 | 1.106 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 70.5M | 340,426% |
| Annual Yield % from dividends | 2.23 | 1.41 | 159% |
| Returns for 1 year | 12.29 | 2.74 | 448% |
| Returns for 3 years | 13.84 | -2.88 | -480% |
| Returns for 5 years | 31.49 | 8.41 | 374% |
| Returns for 10 years | 69.06 | 32.62 | 212% |
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