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CLBCX vs TBLTX
CLBCX vs TBLTX Comparison
Open Charts CLBCX vs TBLTX
American Funds American Balanced 529C
Price$38.91
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
CLBCX vs TBLTX Comparison Chart in %
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CLBCX 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 CLBCX is a Hold and TBLTX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. TBLTX (71.9M). TBLTX pays higher dividends than CLBCX: TBLTX (1.88) vs CLBCX (1.06). CLBCX was incepted earlier than TBLTX: CLBCX (24 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 : 9.14 vs. TBLTX (-0.29). CLBCX return over 5 years is better than : 38.91 vs. TBLTX (15.25).
| CLBCX | TBLTX | CLBCX / TBLTX | |
| Total Expense Ratio | 1.35 | 0.62 | 218% |
| Annual Report Gross Expense Ratio | 1.35 | 0.62 | 218% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 13.736 | 11.652 | 118% |
| Front Load | N/A | 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 | 1.06 | 1.88 | 56% |
| Returns for 1 year | 9.14 | -0.29 | -3,160% |
| Returns for 3 years | 48.45 | 31.10 | 156% |
| Returns for 5 years | 38.91 | 15.25 | 255% |
| Returns for 10 years | 75.43 | N/A | - |
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