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CLBFX vs IBALX
CLBFX vs IBALX Comparison
Open Charts CLBFX vs IBALX
American Funds American Balanced 529F
Price$38.82
Change-$0.15 (-0.38%)
VolumeN/A
Net Assets266.55B
Transamerica Multi-Managed Balanced A
Price$37.17
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets1.5B
CLBFX vs IBALX Comparison Chart in %
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CLBFX vs. IBALX commentary
Oct 10, 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: 267B vs. IBALX (1.5B). CLBFX pays higher dividends than IBALX: CLBFX (1.89) vs IBALX (1.39). 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 : 9.21 vs. IBALX (4.65). CLBFX return over 5 years is better than : 44.98 vs. IBALX (24.54).
| 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 | 14.619 | 11.238 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 1.5B | 17,788% |
| Annual Yield % from dividends | 1.89 | 1.39 | 137% |
| Returns for 1 year | 9.21 | 4.65 | 198% |
| Returns for 3 years | 53.69 | 41.39 | 130% |
| Returns for 5 years | 44.98 | 24.54 | 183% |
| Returns for 10 years | 92.80 | 63.13 | 147% |
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