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CLBCX vs TCSHX
CLBCX vs TCSHX Comparison
Open Charts CLBCX vs TCSHX
American Funds American Balanced 529C
Price$36.68
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
Transamerica Multi-Asset Income C
Price$15.12
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets774.83M
CLBCX vs TCSHX Comparison Chart in %
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CLBCX vs. TCSHX commentary
Jul 03, 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: 251B vs. TCSHX (775M). TCSHX pays higher dividends than CLBCX: TCSHX (2.65) vs CLBCX (1.13). 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 : 12.02 vs. CLBCX (7.10). TCSHX return over 5 years is better than : 54.83 vs. CLBCX (37.27).
| 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 | 7.134 | 5.844 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 775M | 32,387% |
| Annual Yield % from dividends | 1.13 | 2.65 | 43% |
| Returns for 1 year | 7.10 | 12.02 | 59% |
| Returns for 3 years | 32.43 | 33.28 | 97% |
| Returns for 5 years | 37.27 | 54.83 | 68% |
| Returns for 10 years | 63.62 | 84.58 | 75% |