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CLBCX vs TCSHX
CLBCX vs TCSHX Comparison
Open Charts CLBCX vs TCSHX
American Funds American Balanced 529C
Price$34.85
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
Transamerica Multi-Asset Income C
Price$14.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets743.52M
CLBCX vs TCSHX Comparison Chart
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CLBCX vs. TCSHX commentary
May 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 Buy and TCSHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. TCSHX (744M). TCSHX pays higher dividends than CLBCX: TCSHX (2.70) vs CLBCX (1.23). 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 : 9.37 vs. CLBCX (3.51). TCSHX return over 5 years is better than : 55.83 vs. CLBCX (34.52).
| 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 | 1.582 | 2.031 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 744M | 32,258% |
| Annual Yield % from dividends | 1.23 | 2.70 | 45% |
| Returns for 1 year | 3.51 | 9.37 | 37% |
| Returns for 3 years | 21.91 | 23.83 | 92% |
| Returns for 5 years | 34.52 | 55.83 | 62% |
| Returns for 10 years | 52.40 | 74.48 | 70% |
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