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CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$37.09
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
Transamerica Balanced II I3
Price$12.45
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets70.22M
CLBAX vs TBLTX Comparison Chart in %
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CLBAX vs. TBLTX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. TBLTX (70.2M). TBLTX pays higher dividends than CLBAX: TBLTX (1.99) vs CLBAX (1.82). 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 : 10.14 vs. TBLTX (0.29). CLBAX return over 5 years is better than : 38.83 vs. TBLTX (12.35).
| 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 | 8.925 | 7.438 | 120% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 70.2M | 361,823% |
| Annual Yield % from dividends | 1.82 | 1.99 | 92% |
| Returns for 1 year | 10.14 | 0.29 | 3,452% |
| Returns for 3 years | 32.77 | 14.04 | 233% |
| Returns for 5 years | 38.83 | 12.35 | 314% |
| Returns for 10 years | 77.44 | N/A | - |
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