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CLBCX vs TASHX
CLBCX vs TASHX Comparison
Open Charts CLBCX vs TASHX
American Funds American Balanced 529C
Price$36.50
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets249.42B
Transamerica Multi-Asset Income A
Price$15.03
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets766.4M
CLBCX vs TASHX Comparison Chart in %
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CLBCX vs. TASHX commentary
Jun 29, 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: 249B vs. TASHX (766M). 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 : 11.71 vs. CLBCX (6.80). TASHX return over 5 years is better than : 60.25 vs. CLBCX (39.54).
| 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 | 6.609 | 5.282 | 125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249B | 766M | 32,507% |
| Annual Yield % from dividends | 1.18 | 3.39 | 35% |
| Returns for 1 year | 6.80 | 11.71 | 58% |
| Returns for 3 years | 32.10 | 33.22 | 97% |
| Returns for 5 years | 39.54 | 60.25 | 66% |
| Returns for 10 years | 63.61 | 93.61 | 68% |
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