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CLBFX vs IBALX
CLBFX vs IBALX Comparison
Open Charts CLBFX vs IBALX
American Funds American Balanced 529F
Price$35.45
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets244.09B
Transamerica Multi-Managed Balanced A
Price$34.61
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets1.4B
CLBFX vs IBALX Comparison Chart
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CLBFX vs. IBALX commentary
Jan 26, 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: 244B vs. IBALX (1.4B). CLBFX pays higher dividends than IBALX: CLBFX (2.39) vs IBALX (1.43). CLBFX was incepted earlier than IBALX: CLBFX (22 years) vs IBALX (30 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. IBALX (33.00). 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 : 12.56 vs. IBALX (8.71). CLBFX return over 5 years is better than : 35.30 vs. IBALX (22.02).
| CLBFX | IBALX | CLBFX / IBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 30 years | - |
| Gain YTD | 3.625 | 2.155 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.4B | 17,404% |
| Annual Yield % from dividends | 2.39 | 1.43 | 167% |
| Returns for 1 year | 12.56 | 8.71 | 144% |
| Returns for 3 years | 19.09 | 9.50 | 201% |
| Returns for 5 years | 35.30 | 22.02 | 160% |
| Returns for 10 years | 74.91 | 47.63 | 157% |
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