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CLBCX vs TBLTX
CLBCX vs TBLTX Comparison
Open Charts CLBCX vs TBLTX
American Funds American Balanced 529C
Price$36.40
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Transamerica Balanced II I3
Price$12.13
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets68.47M
CLBCX vs TBLTX Comparison Chart in %
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CLBCX vs. TBLTX commentary
Jun 28, 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: 248B vs. TBLTX (68.5M). TBLTX pays higher dividends than CLBCX: TBLTX (2.11) vs CLBCX (1.18). 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 : 6.56 vs. TBLTX (-3.69). CLBCX return over 5 years is better than : 39.16 vs. TBLTX (17.14).
| 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 | 6.316 | 3.986 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 68.5M | 362,044% |
| Annual Yield % from dividends | 1.18 | 2.11 | 56% |
| Returns for 1 year | 6.56 | -3.69 | -178% |
| Returns for 3 years | 30.69 | 15.48 | 198% |
| Returns for 5 years | 39.16 | 17.14 | 228% |
| Returns for 10 years | 63.30 | N/A | - |
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