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CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$36.82
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
Transamerica Balanced II I3
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.3M
CLBAX vs TBLTX Comparison Chart in %
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CLBAX vs. TBLTX commentary
Jul 18, 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 TBLTX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. TBLTX (69.3M). TBLTX pays higher dividends than CLBAX: TBLTX (2.01) vs CLBAX (1.84). CLBAX was incepted earlier than TBLTX: CLBAX (23 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 : 7.04 vs. TBLTX (-4.71). CLBAX return over 5 years is better than : 40.77 vs. TBLTX (13.63).
| CLBAX | TBLTX | CLBAX / TBLTX | |
| Total Expense Ratio | 0.58 | 0.62 | 94% |
| Annual Report Gross Expense Ratio | 0.58 | 0.62 | 94% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 8.132 | 5.539 | 147% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 69.3M | 363,636% |
| Annual Yield % from dividends | 1.84 | 2.01 | 91% |
| Returns for 1 year | 7.04 | -4.71 | -149% |
| Returns for 3 years | 37.12 | 17.10 | 217% |
| Returns for 5 years | 40.77 | 13.63 | 299% |
| Returns for 10 years | 74.60 | N/A | - |
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