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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Transamerica Balanced II R
Price$12.80
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets70.03M
CLBAX vs TBLRX Comparison Chart in %
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CLBAX vs. TBLRX commentary
Nov 20, 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 Hold and TBLRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. TBLRX (70M). CLBAX pays higher dividends than TBLRX: CLBAX (1.73) vs TBLRX (1.30). CLBAX was incepted earlier than TBLRX: CLBAX (24 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 : 9.00 vs. TBLRX (-3.37). CLBAX return over 5 years is better than : 40.59 vs. TBLRX (9.35).
| CLBAX | TBLRX | CLBAX / TBLRX | |
| Total Expense Ratio | 0.58 | 1.10 | 53% |
| Annual Report Gross Expense Ratio | 0.58 | 1.11 | 52% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 14.067 | 10.070 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 70M | 375,714% |
| Annual Yield % from dividends | 1.73 | 1.30 | 133% |
| Returns for 1 year | 9.00 | -3.37 | -267% |
| Returns for 3 years | 41.73 | 21.35 | 195% |
| Returns for 5 years | 40.59 | 9.35 | 434% |
| Returns for 10 years | 83.31 | 41.91 | 199% |
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