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CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$32.69
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
Transamerica Balanced II I3
Price$10.96
Change-$0.25 (-2.23%)
VolumeN/A
Net Assets64.85M
CLBAX vs TBLTX Comparison Chart
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CLBAX vs. TBLTX commentary
Apr 12, 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: 229B vs. TBLTX (64.9M). TBLTX pays higher dividends than CLBAX: TBLTX (2.17) vs CLBAX (1.98). CLBAX was incepted earlier than TBLTX: CLBAX (23 years) vs TBLTX (8 years). TBLTX (0.62) and CLBAX (0.60) have similar cost to investors . CLBAX is a more actively managed with annual turnover of: 171.00 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 : 2.33 vs. TBLTX (-6.21). CLBAX return over 5 years is better than : 38.56 vs. TBLTX (15.77).
| CLBAX | TBLTX | CLBAX / TBLTX | |
| Total Expense Ratio | 0.60 | 0.62 | 97% |
| Annual Report Gross Expense Ratio | 0.60 | 0.62 | 97% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -2.207 | -3.725 | 59% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 64.9M | 352,851% |
| Annual Yield % from dividends | 1.98 | 2.17 | 91% |
| Returns for 1 year | 2.33 | -6.21 | -38% |
| Returns for 3 years | 12.58 | -2.03 | -619% |
| Returns for 5 years | 38.56 | 15.77 | 245% |
| Returns for 10 years | 59.21 | N/A | - |
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