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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$37.09
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
Transamerica Balanced II R
Price$12.47
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets70.22M
CLBAX vs TBLRX Comparison Chart in %
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CLBAX vs. TBLRX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. TBLRX (70.2M). CLBAX pays higher dividends than TBLRX: CLBAX (1.82) vs TBLRX (1.39). 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 : 10.14 vs. TBLRX (-0.20). CLBAX return over 5 years is better than : 38.83 vs. TBLRX (10.22).
| 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 | 8.925 | 7.026 | 127% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 70.2M | 361,823% |
| Annual Yield % from dividends | 1.82 | 1.39 | 131% |
| Returns for 1 year | 10.14 | -0.20 | -5,184% |
| Returns for 3 years | 32.77 | 12.56 | 261% |
| Returns for 5 years | 38.83 | 10.22 | 380% |
| Returns for 10 years | 77.44 | 38.22 | 203% |