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CLBCX vs TASHX
CLBCX vs TASHX Comparison
Open Charts CLBCX vs TASHX
American Funds American Balanced 529C
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Transamerica Multi-Asset Income A
Price$14.09
Change+$0.11 (+0.79%)
VolumeN/A
Net Assets705.56M
CLBCX vs TASHX Comparison Chart
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CLBCX vs. TASHX commentary
Apr 25, 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 CLBCX is a Buy and TASHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 227B vs. TASHX (706M). TASHX pays higher dividends than CLBCX: TASHX (3.32) vs CLBCX (1.22). CLBCX was incepted earlier than TASHX: CLBCX (23 years) vs TASHX (11 years). CLBCX (1.37) is less costly to investors than TASHX (0.99). CLBCX is a more actively managed with annual turnover of: 171.00 vs. TASHX (42.00). CLBCX has a lower initial minimum investment than TASHX: CLBCX (250) vs TASHX (1000). TASHX annual gain was more profitable for investors over the last year : 7.13 vs. CLBCX (0.88). TASHX return over 5 years is better than : 58.97 vs. CLBCX (29.36).
| CLBCX | TASHX | CLBCX / TASHX | |
| Total Expense Ratio | 1.37 | 0.99 | 138% |
| Annual Report Gross Expense Ratio | 1.37 | 0.99 | 138% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -4.049 | -2.694 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 706M | 32,153% |
| Annual Yield % from dividends | 1.22 | 3.32 | 37% |
| Returns for 1 year | 0.88 | 7.13 | 12% |
| Returns for 3 years | 10.63 | 14.05 | 76% |
| Returns for 5 years | 29.36 | 58.97 | 50% |
| Returns for 10 years | 43.49 | 75.83 | 57% |
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