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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$38.55
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
Transamerica Balanced II R
Price$12.85
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets71.93M
CLBAX vs TBLRX Comparison Chart in %
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CLBAX vs. TBLRX commentary
Sep 19, 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: 263B vs. TBLRX (71.9M). CLBAX pays higher dividends than TBLRX: CLBAX (1.80) vs TBLRX (1.37). 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 : 9.94 vs. TBLRX (-1.50). CLBAX return over 5 years is better than : 45.16 vs. TBLRX (14.26).
| 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 | 13.212 | 10.201 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 71.9M | 365,786% |
| Annual Yield % from dividends | 1.80 | 1.37 | 131% |
| Returns for 1 year | 9.94 | -1.50 | -661% |
| Returns for 3 years | 43.64 | 21.70 | 201% |
| Returns for 5 years | 45.16 | 14.26 | 317% |
| Returns for 10 years | 91.49 | 47.05 | 194% |
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