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CLBCX vs TCSHX
CLBCX vs TCSHX Comparison
Open Charts CLBCX vs TCSHX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Transamerica Multi-Asset Income C
Price$14.75
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets764.44M
CLBCX vs TCSHX Comparison Chart
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CLBCX vs. TCSHX commentary
Feb 23, 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 TCSHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. TCSHX (764M). TCSHX pays higher dividends than CLBCX: TCSHX (3.14) vs CLBCX (1.52). CLBCX was incepted earlier than TCSHX: CLBCX (23 years) vs TCSHX (11 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. TCSHX (37.00). 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 : 13.96 vs. CLBCX (8.39). TCSHX return over 5 years is better than : 38.74 vs. CLBCX (26.92).
| CLBCX | TCSHX | CLBCX / TCSHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 2.768 | 2.353 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 764M | 31,675% |
| Annual Yield % from dividends | 1.52 | 3.14 | 48% |
| Returns for 1 year | 8.39 | 13.96 | 60% |
| Returns for 3 years | 16.44 | 16.23 | 101% |
| Returns for 5 years | 26.92 | 38.74 | 69% |
| Returns for 10 years | 53.37 | 75.72 | 70% |
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