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CLBCX vs TCSHX
CLBCX vs TCSHX Comparison
Open Charts CLBCX vs TCSHX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Transamerica Multi-Asset Income C
Price$15.55
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets808.69M
CLBCX vs TCSHX Comparison Chart in %
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CLBCX vs. TCSHX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. TCSHX (809M). TCSHX pays higher dividends than CLBCX: TCSHX (2.64) vs CLBCX (1.11). CLBCX was incepted earlier than TCSHX: CLBCX (24 years) vs TCSHX (12 years). TCSHX (1.71) is less costly to investors than CLBCX (1.35). CLBCX (44.00) and TCSHX (42.00) have comparable annual turnover. 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 : 13.08 vs. CLBCX (9.15). TCSHX return over 5 years is better than : 49.93 vs. CLBCX (36.30).
| CLBCX | TCSHX | CLBCX / TCSHX | |
| Total Expense Ratio | 1.35 | 1.71 | 79% |
| Annual Report Gross Expense Ratio | 1.35 | 1.71 | 79% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 10.785 | 9.582 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 809M | 32,015% |
| Annual Yield % from dividends | 1.11 | 2.64 | 42% |
| Returns for 1 year | 9.15 | 13.08 | 70% |
| Returns for 3 years | 37.75 | 35.42 | 107% |
| Returns for 5 years | 36.30 | 49.93 | 73% |
| Returns for 10 years | 74.80 | 96.52 | 77% |
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