Ad is loading...
CLBCX vs TSHIX
CLBCX vs TSHIX Comparison
Open Charts CLBCX vs TSHIX
American Funds American Balanced 529C
Price$35.36
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Transamerica Multi-Asset Income I
Price$14.79
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets750.45M
CLBCX vs TSHIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. TSHIX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. TSHIX (750M). TSHIX pays higher dividends than CLBCX: TSHIX (4.06) vs CLBCX (1.52). CLBCX was incepted earlier than TSHIX: CLBCX (23 years) vs TSHIX (11 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. TSHIX (37.00). 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 : 15.72 vs. CLBCX (11.23). TSHIX return over 5 years is better than : 46.05 vs. CLBCX (30.56).
| CLBCX | TSHIX | CLBCX / TSHIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 3.030 | 1.595 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 750M | 32,133% |
| Annual Yield % from dividends | 1.52 | 4.06 | 37% |
| Returns for 1 year | 11.23 | 15.72 | 71% |
| Returns for 3 years | 13.59 | 15.24 | 89% |
| Returns for 5 years | 30.56 | 46.05 | 66% |
| Returns for 10 years | 58.40 | 94.35 | 62% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JVSCX | 15.35 | 0.15 | +0.99% |
| Janus Henderson Small-Mid Cap Value C | |||
| CWGFX | 66.15 | 0.55 | +0.84% |
| American Funds Capital World Gr&Inc F1 | |||
| IHORX | 19.40 | N/A | N/A |
| Hartford International Opportunities R3 | |||
| TRACX | 17.28 | N/A | N/A |
| PGIM Quant Solutions Small-Cap Val C | |||
| IAAEX | 10.95 | N/A | N/A |
| Transamerica Mid Cap Value Opps I2 | |||