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CLBCX vs TSHIX
CLBCX vs TSHIX Comparison
Open Charts CLBCX vs TSHIX
American Funds American Balanced 529C
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Transamerica Multi-Asset Income I
Price$14.10
Change+$0.11 (+0.79%)
VolumeN/A
Net Assets705.56M
CLBCX vs TSHIX Comparison Chart
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CLBCX vs. TSHIX commentary
Apr 25, 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 TSHIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 227B vs. TSHIX (706M). TSHIX pays higher dividends than CLBCX: TSHIX (3.57) vs CLBCX (1.22). CLBCX was incepted earlier than TSHIX: CLBCX (23 years) vs TSHIX (11 years). CLBCX (1.37) is less costly to investors than TSHIX (0.73). CLBCX is a more actively managed with annual turnover of: 171.00 vs. TSHIX (42.00). CLBCX has a lower initial minimum investment than TSHIX: CLBCX (250) vs TSHIX (1000000). TSHIX annual gain was more profitable for investors over the last year : 7.80 vs. CLBCX (0.88). TSHIX return over 5 years is better than : 61.36 vs. CLBCX (29.36).
| CLBCX | TSHIX | CLBCX / TSHIX | |
| Total Expense Ratio | 1.37 | 0.72 | 190% |
| Annual Report Gross Expense Ratio | 1.37 | 0.73 | 188% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -4.049 | -2.633 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 706M | 32,153% |
| Annual Yield % from dividends | 1.22 | 3.57 | 34% |
| Returns for 1 year | 0.88 | 7.80 | 11% |
| Returns for 3 years | 10.63 | 15.31 | 69% |
| Returns for 5 years | 29.36 | 61.36 | 48% |
| Returns for 10 years | 43.49 | 80.25 | 54% |
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