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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$36.73
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Transamerica Balanced II R
Price$12.29
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.3M
CLBAX vs TBLRX Comparison Chart in %
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CLBAX vs. TBLRX commentary
Jul 17, 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: 251B vs. TBLRX (69.3M). CLBAX pays higher dividends than TBLRX: CLBAX (1.84) vs TBLRX (1.40). 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 : 5.66 vs. TBLRX (-5.09). CLBAX return over 5 years is better than : 40.43 vs. TBLRX (11.56).
| 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 | 7.867 | 5.223 | 151% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 69.3M | 362,193% |
| Annual Yield % from dividends | 1.84 | 1.40 | 131% |
| Returns for 1 year | 5.66 | -5.09 | -111% |
| Returns for 3 years | 36.26 | 15.57 | 233% |
| Returns for 5 years | 40.43 | 11.56 | 350% |
| Returns for 10 years | 74.17 | 34.53 | 215% |
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