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CLBFX vs IBLLX
CLBFX vs IBLLX Comparison
Open Charts CLBFX vs IBLLX
American Funds American Balanced 529F
Price$34.80
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets238.54B
Transamerica Multi-Managed Balanced C
Price$33.11
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.37B
CLBFX vs IBLLX Comparison Chart
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CLBFX vs. IBLLX commentary
May 15, 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: 239B vs. IBLLX (1.38B). CLBFX pays higher dividends than IBLLX: CLBFX (2.15) vs IBLLX (0.93). CLBFX was incepted earlier than IBLLX: CLBFX (23 years) vs IBLLX (23 years). IBLLX (1.72) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. IBLLX (41.00). 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 : 6.28 vs. IBLLX (1.55). CLBFX return over 5 years is better than : 44.20 vs. IBLLX (24.93).
| CLBFX | IBLLX | CLBFX / IBLLX | |
| Total Expense Ratio | 0.67 | 1.72 | 39% |
| Annual Report Gross Expense Ratio | 0.67 | 1.72 | 39% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.314 | 0.212 | 1,090% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 1.38B | 17,382% |
| Annual Yield % from dividends | 2.15 | 0.93 | 230% |
| Returns for 1 year | 6.28 | 1.55 | 404% |
| Returns for 3 years | 24.53 | 14.55 | 169% |
| Returns for 5 years | 44.20 | 24.93 | 177% |
| Returns for 10 years | 67.92 | 35.94 | 189% |