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CLBCX vs TBLTX
CLBCX vs TBLTX Comparison
Open Charts CLBCX vs TBLTX
American Funds American Balanced 529C
Price$33.09
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets226.04B
Transamerica Balanced II I3
Price$11.05
Change+$0.09 (+0.82%)
VolumeN/A
Net Assets63.94M
CLBCX vs TBLTX Comparison Chart
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CLBCX vs. TBLTX commentary
Apr 14, 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: 226B vs. TBLTX (63.9M). TBLTX pays higher dividends than CLBCX: TBLTX (2.17) vs CLBCX (1.22). CLBCX was incepted earlier than TBLTX: CLBCX (23 years) vs TBLTX (8 years). CLBCX (1.37) is less costly to investors than TBLTX (0.62). CLBCX is a more actively managed with annual turnover of: 171.00 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 : 0.13 vs. TBLTX (-8.00). CLBCX return over 5 years is better than : 31.98 vs. TBLTX (14.11).
| CLBCX | TBLTX | CLBCX / TBLTX | |
| Total Expense Ratio | 1.37 | 0.62 | 221% |
| Annual Report Gross Expense Ratio | 1.37 | 0.62 | 221% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -3.465 | -5.099 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226B | 63.9M | 353,678% |
| Annual Yield % from dividends | 1.22 | 2.17 | 56% |
| Returns for 1 year | 0.13 | -8.00 | -2% |
| Returns for 3 years | 9.01 | -3.35 | -269% |
| Returns for 5 years | 31.98 | 14.11 | 227% |
| Returns for 10 years | 45.81 | N/A | - |
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