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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$35.76
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Transamerica Balanced II R
Price$11.95
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets67.59M
CLBAX vs TBLRX Comparison Chart
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CLBAX vs. TBLRX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 243B vs. TBLRX (67.6M). CLBAX pays higher dividends than TBLRX: CLBAX (1.91) vs TBLRX (1.46). CLBAX was incepted earlier than TBLRX: CLBAX (23 years) vs TBLRX (31 years). TBLRX (1.11) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. TBLRX (38.00). 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 : 7.12 vs. TBLRX (-4.54). CLBAX return over 5 years is better than : 36.50 vs. TBLRX (9.53).
| CLBAX | TBLRX | CLBAX / TBLRX | |
| Total Expense Ratio | 0.58 | 1.10 | 53% |
| Annual Report Gross Expense Ratio | 0.58 | 1.11 | 52% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 4.703 | 1.751 | 269% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 67.6M | 359,467% |
| Annual Yield % from dividends | 1.91 | 1.46 | 131% |
| Returns for 1 year | 7.12 | -4.54 | -157% |
| Returns for 3 years | 23.47 | 6.62 | 354% |
| Returns for 5 years | 36.50 | 9.53 | 383% |
| Returns for 10 years | 71.97 | 31.80 | 226% |
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