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CLBFX vs TASHX
CLBFX vs TASHX Comparison
Open Charts CLBFX vs TASHX
American Funds American Balanced 529F
Price$35.26
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
Transamerica Multi-Asset Income A
Price$14.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets749.13M
CLBFX vs TASHX Comparison Chart
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CLBFX vs. TASHX commentary
Jan 23, 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 TASHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. TASHX (749M). TASHX pays higher dividends than CLBFX: TASHX (3.80) vs CLBFX (2.39). CLBFX was incepted earlier than TASHX: CLBFX (22 years) vs TASHX (11 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. TASHX (37.00). 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 : 15.17 vs. CLBFX (12.59). TASHX return over 5 years is better than : 41.58 vs. CLBFX (34.57).
| CLBFX | TASHX | CLBFX / TASHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 3.069 | 1.380 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 749M | 32,310% |
| Annual Yield % from dividends | 2.39 | 3.80 | 63% |
| Returns for 1 year | 12.59 | 15.17 | 83% |
| Returns for 3 years | 17.97 | 15.50 | 116% |
| Returns for 5 years | 34.57 | 41.58 | 83% |
| Returns for 10 years | 72.71 | 89.19 | 82% |
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