Interact to see
Advertisement
Advertisement
CLBCX vs TASHX
CLBCX vs TASHX Comparison
Open Charts CLBCX vs TASHX
American Funds American Balanced 529C
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Transamerica Multi-Asset Income A
Price$14.75
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets745.78M
CLBCX vs TASHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. TASHX commentary
Jun 07, 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: 243B vs. TASHX (746M). TASHX pays higher dividends than CLBCX: TASHX (3.39) vs CLBCX (1.18). CLBCX was incepted earlier than TASHX: CLBCX (23 years) vs TASHX (11 years). CLBCX (1.35) is less costly to investors than TASHX (0.99). CLBCX (44.00) and TASHX (42.00) have comparable annual turnover. 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 : 10.55 vs. CLBCX (6.33). TASHX return over 5 years is better than : 49.89 vs. CLBCX (31.46).
| CLBCX | TASHX | CLBCX / TASHX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.35 | 0.99 | 136% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 4.353 | 2.922 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 746M | 32,574% |
| Annual Yield % from dividends | 1.18 | 3.39 | 35% |
| Returns for 1 year | 6.33 | 10.55 | 60% |
| Returns for 3 years | 20.71 | 22.22 | 93% |
| Returns for 5 years | 31.46 | 49.89 | 63% |
| Returns for 10 years | 59.47 | 87.61 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers