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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$33.40
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets219.52B
Transamerica Balanced II R
Price$11.24
Change+$0.57 (+5.34%)
VolumeN/A
Net Assets61.71M
CLBAX vs TBLRX Comparison Chart
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CLBAX vs. TBLRX commentary
Apr 11, 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: 220B vs. TBLRX (61.7M). CLBAX pays higher dividends than TBLRX: CLBAX (1.98) vs TBLRX (1.51). CLBAX was incepted earlier than TBLRX: CLBAX (23 years) vs TBLRX (31 years). TBLRX (1.11) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 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 : -3.59 vs. TBLRX (-12.33). CLBAX return over 5 years is better than : 31.84 vs. TBLRX (8.01).
| CLBAX | TBLRX | CLBAX / TBLRX | |
| Total Expense Ratio | 0.60 | 1.10 | 55% |
| Annual Report Gross Expense Ratio | 0.60 | 1.11 | 54% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | -6.950 | -8.766 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 61.7M | 356,564% |
| Annual Yield % from dividends | 1.98 | 1.51 | 131% |
| Returns for 1 year | -3.59 | -12.33 | 29% |
| Returns for 3 years | 6.11 | -9.26 | -66% |
| Returns for 5 years | 31.84 | 8.01 | 397% |
| Returns for 10 years | 51.06 | 16.76 | 305% |
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