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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$34.27
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
Transamerica Balanced II R
Price$11.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets66.05M
CLBAX vs TBLRX Comparison Chart
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CLBAX vs. TBLRX commentary
May 12, 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: 234B vs. TBLRX (66.1M). 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 (0.58). 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 : 4.21 vs. TBLRX (-5.49). CLBAX return over 5 years is better than : 38.38 vs. TBLRX (12.37).
| 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 | 0.341 | -1.413 | -24% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 66.1M | 354,009% |
| Annual Yield % from dividends | 1.98 | 1.51 | 131% |
| Returns for 1 year | 4.21 | -5.49 | -77% |
| Returns for 3 years | 22.80 | 6.05 | 377% |
| Returns for 5 years | 38.38 | 12.37 | 310% |
| Returns for 10 years | 62.83 | 27.00 | 233% |
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