CLBCX
Price
$35.77
Change
+$0.08 (+0.22%)
Updated
Jun 6 closing price
Net Assets
243.43B
TBLTX
Price
$11.93
Change
+$0.06 (+0.51%)
Updated
Jun 6 closing price
Net Assets
67.59M
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CLBCX vs TBLTX

Header iconCLBCX vs TBLTX Comparison
Open Charts CLBCX vs TBLTXBanner chart's image
American Funds American Balanced 529C
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Transamerica Balanced II I3
Price$11.93
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets67.59M
CLBCX vs TBLTX Comparison Chart
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CLBCX vs. TBLTX 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 TBLTX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 243B vs. TBLTX (67.6M). 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 : 6.33 vs. TBLTX (-3.73). CLBCX return over 5 years is better than : 31.46 vs. TBLTX (12.02).
CLBCXTBLTXCLBCX / TBLTX
Total Expense Ratio1.350.62218%
Annual Report Gross Expense Ratio1.350.62218%
Fund Existence23 years8 years-
Gain YTD4.3532.459177%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets243B67.6M359,467%
Annual Yield % from dividends1.182.1156%
Returns for 1 year6.33-3.73-169%
Returns for 3 years20.718.40246%
Returns for 5 years31.4612.02262%
Returns for 10 years59.47N/A-
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