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CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Transamerica Balanced II I3
Price$11.92
Change-$0.10 (-0.83%)
VolumeN/A
Net Assets69.68M
CLBAX vs TBLTX Comparison Chart
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CLBAX vs. TBLTX commentary
Feb 23, 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 Hold and TBLTX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. TBLTX (69.7M). 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). CLBAX annual gain was more profitable for investors over the last year : 9.22 vs. TBLTX (-0.04). CLBAX return over 5 years is better than : 31.74 vs. TBLTX (9.35).
| 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 | 2.890 | 1.793 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 69.7M | 347,202% |
| Annual Yield % from dividends | 2.23 | 1.86 | 120% |
| Returns for 1 year | 9.22 | -0.04 | -24,986% |
| Returns for 3 years | 19.12 | 2.83 | 676% |
| Returns for 5 years | 31.74 | 9.35 | 340% |
| Returns for 10 years | 65.36 | N/A | - |
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