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CLBCX vs TBLTX
CLBCX vs TBLTX Comparison
Open Charts CLBCX vs TBLTX
American Funds American Balanced 529C
Price$36.87
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
Transamerica Balanced II I3
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.3M
CLBCX vs TBLTX Comparison Chart in %
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CLBCX vs. TBLTX commentary
Jul 18, 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 TBLTX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. TBLTX (69.3M). TBLTX pays higher dividends than CLBCX: TBLTX (2.01) vs CLBCX (1.13). CLBCX was incepted earlier than TBLTX: CLBCX (23 years) vs TBLTX (8 years). CLBCX (1.35) is less costly to investors than TBLTX (0.62). CLBCX is a more actively managed with annual turnover of: 44.00 vs. TBLTX (38.00). TBLTX has a lower initial minimum investment than CLBCX: TBLTX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 6.25 vs. TBLTX (-4.71). CLBCX return over 5 years is better than : 35.56 vs. TBLTX (13.63).
| CLBCX | TBLTX | CLBCX / TBLTX | |
| Total Expense Ratio | 1.35 | 0.62 | 218% |
| Annual Report Gross Expense Ratio | 1.35 | 0.62 | 218% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 7.689 | 5.539 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 69.3M | 363,636% |
| Annual Yield % from dividends | 1.13 | 2.01 | 56% |
| Returns for 1 year | 6.25 | -4.71 | -133% |
| Returns for 3 years | 34.04 | 17.10 | 199% |
| Returns for 5 years | 35.56 | 13.63 | 261% |
| Returns for 10 years | 61.97 | N/A | - |
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