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CLBFX vs IBALX
CLBFX vs IBALX Comparison
Open Charts CLBFX vs IBALX
American Funds American Balanced 529F
Price$32.93
Change-$0.31 (-0.93%)
VolumeN/A
Net Assets227.6B
Transamerica Multi-Managed Balanced A
Price$31.78
Change-$0.41 (-1.27%)
VolumeN/A
Net Assets1.3B
CLBFX vs IBALX Comparison Chart
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CLBFX vs. IBALX commentary
Apr 18, 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: 228B vs. IBALX (1.3B). CLBFX pays higher dividends than IBALX: CLBFX (2.14) vs IBALX (1.65). CLBFX was incepted earlier than IBALX: CLBFX (23 years) vs IBALX (30 years). IBALX (0.98) is less costly to investors than CLBFX (0.68). 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 : 2.85 vs. IBALX (0.11). CLBFX return over 5 years is better than : 34.87 vs. IBALX (22.36).
| CLBFX | IBALX | CLBFX / IBALX | |
| Total Expense Ratio | 0.68 | 0.98 | 69% |
| Annual Report Gross Expense Ratio | 0.68 | 0.98 | 69% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | -3.406 | -4.584 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 1.3B | 17,512% |
| Annual Yield % from dividends | 2.14 | 1.65 | 130% |
| Returns for 1 year | 2.85 | 0.11 | 2,579% |
| Returns for 3 years | 11.92 | 4.67 | 255% |
| Returns for 5 years | 34.87 | 22.36 | 156% |
| Returns for 10 years | 60.38 | 35.81 | 169% |