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CLBFX vs IBALX
CLBFX vs IBALX Comparison
Open Charts CLBFX vs IBALX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Transamerica Multi-Managed Balanced A
Price$36.84
Change-$0.18 (-0.49%)
VolumeN/A
Net Assets1.49B
CLBFX vs IBALX Comparison Chart in %
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CLBFX vs. IBALX commentary
Nov 20, 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 Hold and IBALX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. IBALX (1.49B). CLBFX pays higher dividends than IBALX: CLBFX (1.86) vs IBALX (1.37). 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 : 8.95 vs. IBALX (3.48). CLBFX return over 5 years is better than : 40.97 vs. IBALX (21.22).
| 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 | 13.881 | 10.581 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 1.49B | 17,683% |
| Annual Yield % from dividends | 1.86 | 1.37 | 136% |
| Returns for 1 year | 8.95 | 3.48 | 257% |
| Returns for 3 years | 42.00 | 32.29 | 130% |
| Returns for 5 years | 40.97 | 21.22 | 193% |
| Returns for 10 years | 86.36 | 58.85 | 147% |
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