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CLBFX vs IBLLX
CLBFX vs IBLLX Comparison
Open Charts CLBFX vs IBLLX
American Funds American Balanced 529F
Price$34.66
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
Transamerica Multi-Managed Balanced C
Price$33.50
Change+$0.23 (+0.69%)
VolumeN/A
CapitalizationN/A
CLBFX vs IBLLX Comparison Chart
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CLBFX vs. IBLLX commentary
Dec 25, 2024
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 IBLLX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. IBLLX (1.32B). CLBFX pays higher dividends than IBLLX: CLBFX (2.39) vs IBLLX (0.77). CLBFX was incepted earlier than IBLLX: CLBFX (22 years) vs IBLLX (22 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. IBLLX (33.00). CLBFX has a lower initial minimum investment than IBLLX: CLBFX (250) vs IBLLX (1000). CLBFX annual gain was more profitable for investors over the last year : 11.58 vs. IBLLX (8.14). CLBFX return over 5 years is better than : 33.86 vs. IBLLX (19.09).
| CLBFX | IBLLX | CLBFX / IBLLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 22 years | - |
| Gain YTD | 11.090 | 7.722 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.32B | 18,099% |
| Annual Yield % from dividends | 2.39 | 0.77 | 309% |
| Returns for 1 year | 11.58 | 8.14 | 142% |
| Returns for 3 years | 11.73 | 0.46 | 2,565% |
| Returns for 5 years | 33.86 | 19.09 | 177% |
| Returns for 10 years | 69.16 | 38.47 | 180% |