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CLBFX vs IBALX
CLBFX vs IBALX Comparison
Open Charts CLBFX vs IBALX
American Funds American Balanced 529F
Price$37.04
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
Transamerica Multi-Managed Balanced A
Price$35.96
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets1.45B
CLBFX vs IBALX Comparison Chart in %
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CLBFX vs. IBALX commentary
Aug 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. IBALX (1.45B). CLBFX pays higher dividends than IBALX: CLBFX (1.97) vs IBALX (1.49). 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 : 10.27 vs. IBALX (5.83). CLBFX return over 5 years is better than : 39.97 vs. IBALX (21.52).
| 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 | 9.023 | 6.569 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.45B | 17,566% |
| Annual Yield % from dividends | 1.97 | 1.49 | 132% |
| Returns for 1 year | 10.27 | 5.83 | 176% |
| Returns for 3 years | 33.41 | 21.53 | 155% |
| Returns for 5 years | 39.97 | 21.52 | 186% |
| Returns for 10 years | 80.95 | 52.78 | 153% |
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