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CLBCX vs TCSHX
CLBCX vs TCSHX Comparison
Open Charts CLBCX vs TCSHX
American Funds American Balanced 529C
Price$35.94
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets245.62B
Transamerica Multi-Asset Income C
Price$14.78
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets753.6M
CLBCX vs TCSHX Comparison Chart
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CLBCX vs. TCSHX commentary
Jun 13, 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: 246B vs. TCSHX (754M). TCSHX pays higher dividends than CLBCX: TCSHX (2.69) vs CLBCX (1.18). CLBCX was incepted earlier than TCSHX: CLBCX (23 years) vs TCSHX (11 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 : 10.33 vs. CLBCX (6.05). TCSHX return over 5 years is better than : 51.41 vs. CLBCX (36.10).
| CLBCX | TCSHX | CLBCX / TCSHX | |
| Total Expense Ratio | 1.35 | 1.71 | 79% |
| Annual Report Gross Expense Ratio | 1.35 | 1.71 | 79% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 4.973 | 3.262 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246B | 754M | 32,626% |
| Annual Yield % from dividends | 1.18 | 2.69 | 44% |
| Returns for 1 year | 6.05 | 10.33 | 59% |
| Returns for 3 years | 31.03 | 29.58 | 105% |
| Returns for 5 years | 36.10 | 51.41 | 70% |
| Returns for 10 years | 60.03 | 78.48 | 76% |
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