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CLBCX vs TSHIX
CLBCX vs TSHIX Comparison
Open Charts CLBCX vs TSHIX
American Funds American Balanced 529C
Price$36.68
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
Transamerica Multi-Asset Income I
Price$15.19
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets774.83M
CLBCX vs TSHIX Comparison Chart in %
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CLBCX vs. TSHIX 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 TSHIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 251B vs. TSHIX (775M). TSHIX pays higher dividends than CLBCX: TSHIX (3.56) vs CLBCX (1.13). CLBCX was incepted earlier than TSHIX: CLBCX (23 years) vs TSHIX (11 years). CLBCX (1.35) is less costly to investors than TSHIX (0.73). CLBCX (44.00) and TSHIX (42.00) have comparable annual turnover. 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 : 13.12 vs. CLBCX (7.10). TSHIX return over 5 years is better than : 61.65 vs. CLBCX (37.27).
| CLBCX | TSHIX | CLBCX / TSHIX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.73 | 185% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 7.134 | 6.395 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 775M | 32,387% |
| Annual Yield % from dividends | 1.13 | 3.56 | 32% |
| Returns for 1 year | 7.10 | 13.12 | 54% |
| Returns for 3 years | 32.43 | 36.96 | 88% |
| Returns for 5 years | 37.27 | 61.65 | 60% |
| Returns for 10 years | 63.62 | 99.77 | 64% |