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CLBCX vs TBLTX
CLBCX vs TBLTX Comparison
Open Charts CLBCX vs TBLTX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Transamerica Balanced II I3
Price$12.78
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets70.03M
CLBCX vs TBLTX Comparison Chart in %
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CLBCX vs. TBLTX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. TBLTX (70M). TBLTX pays higher dividends than CLBCX: TBLTX (1.85) vs CLBCX (1.04). 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 : 8.18 vs. TBLTX (-2.99). CLBCX return over 5 years is better than : 35.38 vs. TBLTX (11.39).
| 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 | 13.269 | 10.525 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 70M | 375,714% |
| Annual Yield % from dividends | 1.04 | 1.85 | 56% |
| Returns for 1 year | 8.18 | -2.99 | -274% |
| Returns for 3 years | 38.51 | 22.92 | 168% |
| Returns for 5 years | 35.38 | 11.39 | 311% |
| Returns for 10 years | 70.03 | N/A | - |
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