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CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$36.06
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Transamerica Balanced II I3
Price$13.35
Change-$0.03 (-0.22%)
VolumeN/A
CapitalizationN/A
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CLBAX vs TBLTX Comparison Chart
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CLBAX vs. TBLTX commentary
Sep 21, 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 StrongBuy and TBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. TBLTX (115M). CLBAX pays higher dividends than TBLTX: CLBAX (2.23) vs TBLTX (1.86). CLBAX was incepted earlier than TBLTX: CLBAX (23 years) vs TBLTX (7 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. TBLTX (34.00). 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 : 24.39 vs. TBLTX (19.29). CLBAX return over 5 years is better than : 41.68 vs. TBLTX (28.73).
| CLBAX | TBLTX | CLBAX / TBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 14.033 | 13.666 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 115M | 205,217% |
| Annual Yield % from dividends | 2.23 | 1.86 | 120% |
| Returns for 1 year | 24.39 | 19.29 | 126% |
| Returns for 3 years | 16.34 | 1.45 | 1,130% |
| Returns for 5 years | 41.68 | 28.73 | 145% |
| Returns for 10 years | 66.87 | N/A | - |
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