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CLBFX vs IBALX
CLBFX vs IBALX Comparison
Open Charts CLBFX vs IBALX
American Funds American Balanced 529F
Price$35.64
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
Transamerica Multi-Managed Balanced A
Price$34.30
Change-$0.12 (-0.35%)
VolumeN/A
Net Assets1.39B
CLBFX vs IBALX Comparison Chart
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CLBFX vs. IBALX commentary
Jun 06, 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 CLBFX is a Buy and IBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. IBALX (1.39B). CLBFX pays higher dividends than IBALX: CLBFX (2.07) vs IBALX (1.60). CLBFX was incepted earlier than IBALX: CLBFX (23 years) vs IBALX (31 years). IBALX (0.97) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. IBALX (41.00). CLBFX has a lower initial minimum investment than IBALX: CLBFX (250) vs IBALX (1000). CLBFX annual gain was more profitable for investors over the last year : 7.12 vs. IBALX (1.87). CLBFX return over 5 years is better than : 37.52 vs. IBALX (21.70).
| CLBFX | IBALX | CLBFX / IBALX | |
| Total Expense Ratio | 0.67 | 0.97 | 69% |
| Annual Report Gross Expense Ratio | 0.67 | 0.97 | 69% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 4.660 | 2.026 | 230% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.39B | 17,554% |
| Annual Yield % from dividends | 2.07 | 1.60 | 129% |
| Returns for 1 year | 7.12 | 1.87 | 380% |
| Returns for 3 years | 24.88 | 16.83 | 148% |
| Returns for 5 years | 37.52 | 21.70 | 173% |
| Returns for 10 years | 75.19 | 46.09 | 163% |
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