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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$39.02
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Transamerica Balanced II R
Price$12.92
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets71.71M
CLBAX vs TBLRX Comparison Chart in %
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CLBAX vs. TBLRX commentary
Oct 09, 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: 266B vs. TBLRX (71.7M). CLBAX pays higher dividends than TBLRX: CLBAX (1.76) vs TBLRX (1.32). 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 (-1.51). CLBAX return over 5 years is better than : 44.34 vs. TBLRX (12.13).
| 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 | 14.921 | 10.931 | 136% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 71.7M | 370,990% |
| Annual Yield % from dividends | 1.76 | 1.32 | 134% |
| Returns for 1 year | 9.94 | -1.51 | -657% |
| Returns for 3 years | 52.52 | 28.98 | 181% |
| Returns for 5 years | 44.34 | 12.13 | 366% |
| Returns for 10 years | 89.99 | 46.11 | 195% |
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