Interact to see
Advertisement
Advertisement
CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$38.85
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Transamerica Balanced II I3
Price$12.85
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets71.91M
CLBAX vs TBLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. TBLTX commentary
Oct 09, 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: 266B vs. TBLTX (71.9M). TBLTX pays higher dividends than CLBAX: TBLTX (1.88) vs CLBAX (1.76). CLBAX was incepted earlier than TBLTX: CLBAX (24 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 : 9.98 vs. TBLTX (-0.29). CLBAX return over 5 years is better than : 44.30 vs. TBLTX (15.25).
| CLBAX | TBLTX | CLBAX / TBLTX | |
| Total Expense Ratio | 0.58 | 0.62 | 94% |
| Annual Report Gross Expense Ratio | 0.58 | 0.62 | 94% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 14.420 | 11.652 | 124% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 71.9M | 369,958% |
| Annual Yield % from dividends | 1.76 | 1.88 | 94% |
| Returns for 1 year | 9.98 | -0.29 | -3,449% |
| Returns for 3 years | 51.86 | 31.10 | 167% |
| Returns for 5 years | 44.30 | 15.25 | 291% |
| Returns for 10 years | 89.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement