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CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$35.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets244.53B
Transamerica Balanced II I3
Price$11.94
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets67.7M
CLBAX vs TBLTX Comparison Chart in %
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CLBAX vs. TBLTX commentary
Jun 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 Buy and TBLTX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 245B vs. TBLTX (67.7M). TBLTX pays higher dividends than CLBAX: TBLTX (2.11) vs CLBAX (1.91). 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 : 4.47 vs. TBLTX (-5.15). CLBAX return over 5 years is better than : 39.44 vs. TBLTX (13.41).
| 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 | 4.549 | 2.545 | 179% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 67.7M | 361,891% |
| Annual Yield % from dividends | 1.91 | 2.11 | 90% |
| Returns for 1 year | 4.47 | -5.15 | -87% |
| Returns for 3 years | 35.33 | 17.75 | 199% |
| Returns for 5 years | 39.44 | 13.41 | 294% |
| Returns for 10 years | 69.49 | N/A | - |
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