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CLBCX vs TCSHX
CLBCX vs TCSHX Comparison
Open Charts CLBCX vs TCSHX
American Funds American Balanced 529C
Price$32.74
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
Transamerica Multi-Asset Income C
Price$13.63
Change-$0.19 (-1.37%)
VolumeN/A
Net Assets701.74M
CLBCX vs TCSHX Comparison Chart
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CLBCX vs. TCSHX commentary
Apr 11, 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 TCSHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 229B vs. TCSHX (702M). TCSHX pays higher dividends than CLBCX: TCSHX (2.62) vs CLBCX (1.22). CLBCX was incepted earlier than TCSHX: CLBCX (23 years) vs TCSHX (11 years). TCSHX (1.71) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 vs. TCSHX (42.00). CLBCX has a lower initial minimum investment than TCSHX: CLBCX (250) vs TCSHX (1000). TCSHX annual gain was more profitable for investors over the last year : 5.80 vs. CLBCX (1.58). TCSHX return over 5 years is better than : 53.85 vs. CLBCX (33.41).
| CLBCX | TCSHX | CLBCX / TCSHX | |
| Total Expense Ratio | 1.37 | 1.71 | 80% |
| Annual Report Gross Expense Ratio | 1.37 | 1.71 | 80% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -2.415 | -3.642 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 702M | 32,621% |
| Annual Yield % from dividends | 1.22 | 2.62 | 47% |
| Returns for 1 year | 1.58 | 5.80 | 27% |
| Returns for 3 years | 10.06 | 10.27 | 98% |
| Returns for 5 years | 33.41 | 53.85 | 62% |
| Returns for 10 years | 47.63 | 66.54 | 72% |
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