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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Transamerica Balanced II R
Price$13.32
Change-$0.28 (-2.06%)
VolumeN/A
CapitalizationN/A
CLBAX vs TBLRX Comparison Chart
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CLBAX vs. TBLRX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. TBLRX (114M). CLBAX pays higher dividends than TBLRX: CLBAX (2.23) vs TBLRX (1.41). CLBAX was incepted earlier than TBLRX: CLBAX (23 years) vs TBLRX (30 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. TBLRX (34.00). TBLRX has a lower initial minimum investment than CLBAX: TBLRX (0) vs CLBAX (250). TBLRX annual gain was more profitable for investors over the last year : 15.40 vs. CLBAX (12.51). CLBAX return over 5 years is better than : 34.39 vs. TBLRX (27.26).
| CLBAX | TBLRX | CLBAX / TBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 11.523 | 16.718 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 114M | 211,404% |
| Annual Yield % from dividends | 2.23 | 1.41 | 159% |
| Returns for 1 year | 12.51 | 15.40 | 81% |
| Returns for 3 years | 13.21 | 0.53 | 2,491% |
| Returns for 5 years | 34.39 | 27.26 | 126% |
| Returns for 10 years | 58.66 | 50.31 | 117% |