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CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Transamerica Balanced II I3
Price$12.75
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets70.38M
CLBAX vs TBLTX Comparison Chart in %
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CLBAX vs. TBLTX commentary
Nov 20, 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 Hold and TBLTX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. TBLTX (70.4M). TBLTX pays higher dividends than CLBAX: TBLTX (1.85) vs CLBAX (1.73). CLBAX was incepted earlier than TBLTX: CLBAX (24 years) vs TBLTX (8 years). TBLTX (0.62) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. TBLTX (38.00). TBLTX has a lower initial minimum investment than CLBAX: TBLTX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.00 vs. TBLTX (-2.24). CLBAX return over 5 years is better than : 40.59 vs. TBLTX (11.55).
| CLBAX | TBLTX | CLBAX / TBLTX | |
| Total Expense Ratio | 0.58 | 0.62 | 94% |
| Annual Report Gross Expense Ratio | 0.58 | 0.62 | 94% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 14.067 | 11.045 | 127% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 70.4M | 373,580% |
| Annual Yield % from dividends | 1.73 | 1.85 | 93% |
| Returns for 1 year | 9.00 | -2.24 | -402% |
| Returns for 3 years | 41.73 | 23.50 | 178% |
| Returns for 5 years | 40.59 | 11.55 | 351% |
| Returns for 10 years | 83.31 | N/A | - |
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