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CLBFX vs IBALX
CLBFX vs IBALX Comparison
Open Charts CLBFX vs IBALX
American Funds American Balanced 529F
Price$34.23
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
Transamerica Multi-Managed Balanced A
Price$33.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.34B
CLBFX vs IBALX Comparison Chart
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CLBFX vs. IBALX commentary
May 11, 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: 234B vs. IBALX (1.34B). CLBFX pays higher dividends than IBALX: CLBFX (2.15) vs IBALX (1.65). CLBFX was incepted earlier than IBALX: CLBFX (23 years) vs IBALX (30 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 : 4.36 vs. IBALX (0.52). CLBFX return over 5 years is better than : 39.57 vs. IBALX (24.40).
| 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 | 30 years | - |
| Gain YTD | 0.407 | -1.472 | -28% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.34B | 17,437% |
| Annual Yield % from dividends | 2.15 | 1.65 | 130% |
| Returns for 1 year | 4.36 | 0.52 | 844% |
| Returns for 3 years | 23.41 | 15.05 | 156% |
| Returns for 5 years | 39.57 | 24.40 | 162% |
| Returns for 10 years | 66.11 | 40.46 | 163% |