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CLBFX vs IBLLX
CLBFX vs IBLLX Comparison
Open Charts CLBFX vs IBLLX
American Funds American Balanced 529F
Price$32.64
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
Transamerica Multi-Managed Balanced C
Price$30.86
Change-$0.68 (-2.16%)
VolumeN/A
Net Assets1.31B
CLBFX vs IBLLX Comparison Chart
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CLBFX vs. IBLLX commentary
Apr 11, 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 IBLLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 229B vs. IBLLX (1.31B). CLBFX pays higher dividends than IBLLX: CLBFX (2.14) vs IBLLX (0.93). CLBFX was incepted earlier than IBLLX: CLBFX (23 years) vs IBLLX (22 years). IBLLX (1.73) is less costly to investors than CLBFX (0.68). 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 : 2.47 vs. IBLLX (-1.62). CLBFX return over 5 years is better than : 39.71 vs. IBLLX (22.06).
| CLBFX | IBLLX | CLBFX / IBLLX | |
| Total Expense Ratio | 0.68 | 1.73 | 39% |
| Annual Report Gross Expense Ratio | 0.68 | 1.73 | 39% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | -2.174 | -4.163 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 1.31B | 17,441% |
| Annual Yield % from dividends | 2.14 | 0.93 | 231% |
| Returns for 1 year | 2.47 | -1.62 | -153% |
| Returns for 3 years | 13.09 | 2.89 | 454% |
| Returns for 5 years | 39.71 | 22.06 | 180% |
| Returns for 10 years | 62.36 | 30.68 | 203% |
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