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CLBFX vs TASHX
CLBFX vs TASHX Comparison
Open Charts CLBFX vs TASHX
American Funds American Balanced 529F
Price$32.15
Change-$1.22 (-3.66%)
VolumeN/A
Net Assets220.57B
Transamerica Multi-Asset Income A
Price$13.67
Change-$0.40 (-2.84%)
VolumeN/A
Net Assets697.15M
CLBFX vs TASHX Comparison Chart
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CLBFX vs. TASHX commentary
Apr 07, 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 TASHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 221B vs. TASHX (697M). TASHX pays higher dividends than CLBFX: TASHX (3.32) vs CLBFX (2.14). CLBFX was incepted earlier than TASHX: CLBFX (23 years) vs TASHX (11 years). TASHX (0.99) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. TASHX (42.00). CLBFX has a lower initial minimum investment than TASHX: CLBFX (250) vs TASHX (1000). TASHX annual gain was more profitable for investors over the last year : 4.37 vs. CLBFX (-1.48). TASHX return over 5 years is better than : 70.71 vs. CLBFX (43.85).
| CLBFX | TASHX | CLBFX / TASHX | |
| Total Expense Ratio | 0.68 | 0.99 | 69% |
| Annual Report Gross Expense Ratio | 0.68 | 0.99 | 69% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -5.694 | -4.852 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 697M | 31,707% |
| Annual Yield % from dividends | 2.14 | 3.32 | 65% |
| Returns for 1 year | -1.48 | 4.37 | -34% |
| Returns for 3 years | 7.86 | 9.02 | 87% |
| Returns for 5 years | 43.85 | 70.71 | 62% |
| Returns for 10 years | 56.96 | 73.78 | 77% |
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