Ad is loading...
CLBCX vs TSHIX
CLBCX vs TSHIX Comparison
Open Charts CLBCX vs TSHIX
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Transamerica Multi-Asset Income I
Price$14.08
Change-$0.31 (-2.15%)
VolumeN/A
Net Assets733.05M
CLBCX vs TSHIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. TSHIX commentary
Apr 05, 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 Hold and TSHIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 235B vs. TSHIX (733M). 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 : 9.82 vs. CLBCX (0.61). TSHIX return over 5 years is better than : 82.45 vs. CLBCX (42.55).
| 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 | -2.356 | 0.151 | -1,564% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 733M | 32,060% |
| Annual Yield % from dividends | 1.22 | 3.57 | 34% |
| Returns for 1 year | 0.61 | 9.82 | 6% |
| Returns for 3 years | 7.83 | 15.19 | 52% |
| Returns for 5 years | 42.55 | 82.45 | 52% |
| Returns for 10 years | 48.08 | 87.39 | 55% |
View a ticker or compare two or three
VS
VS
Ad is loading...