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CLBCX vs TBLTX
CLBCX vs TBLTX Comparison
Open Charts CLBCX vs TBLTX
American Funds American Balanced 529C
Price$37.12
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
Transamerica Balanced II I3
Price$12.45
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets70.22M
CLBCX vs TBLTX Comparison Chart in %
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CLBCX vs. TBLTX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. TBLTX (70.2M). TBLTX pays higher dividends than CLBCX: TBLTX (1.99) vs CLBCX (1.12). 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 : 9.30 vs. TBLTX (0.29). CLBCX return over 5 years is better than : 33.71 vs. TBLTX (12.35).
| 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 | 8.419 | 7.438 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 70.2M | 361,823% |
| Annual Yield % from dividends | 1.12 | 1.99 | 57% |
| Returns for 1 year | 9.30 | 0.29 | 3,167% |
| Returns for 3 years | 29.77 | 14.04 | 212% |
| Returns for 5 years | 33.71 | 12.35 | 273% |
| Returns for 10 years | 64.58 | N/A | - |
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