Ad is loading...
CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Transamerica Balanced II I3
Price$13.33
Change-$0.27 (-1.99%)
VolumeN/A
CapitalizationN/A
CLBAX vs TBLTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. TBLTX commentary
Dec 19, 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 Hold and TBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. TBLTX (114M). 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). TBLTX annual gain was more profitable for investors over the last year : 15.96 vs. CLBAX (12.51). CLBAX return over 5 years is better than : 34.39 vs. TBLTX (29.30).
| 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 | 11.523 | 17.241 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 114M | 211,404% |
| Annual Yield % from dividends | 2.23 | 1.86 | 120% |
| Returns for 1 year | 12.51 | 15.96 | 78% |
| Returns for 3 years | 13.21 | 1.61 | 819% |
| Returns for 5 years | 34.39 | 29.30 | 117% |
| Returns for 10 years | 58.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers