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CLBFX vs TASHX
CLBFX vs TASHX Comparison
Open Charts CLBFX vs TASHX
American Funds American Balanced 529F
Price$37.48
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Transamerica Multi-Asset Income A
Price$15.50
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets798.39M
CLBFX vs TASHX Comparison Chart in %
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CLBFX vs. TASHX commentary
Sep 01, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 255B vs. TASHX (798M). TASHX pays higher dividends than CLBFX: TASHX (3.30) vs CLBFX (1.94). CLBFX was incepted earlier than TASHX: CLBFX (23 years) vs TASHX (12 years). TASHX (0.99) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and TASHX (42.00) have comparable annual turnover. 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 : 12.29 vs. CLBFX (7.87). TASHX return over 5 years is better than : 51.63 vs. CLBFX (39.80).
| CLBFX | TASHX | CLBFX / TASHX | |
| Total Expense Ratio | 0.67 | 0.99 | 68% |
| Annual Report Gross Expense Ratio | 0.67 | 0.99 | 68% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 10.318 | 9.431 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 798M | 31,955% |
| Annual Yield % from dividends | 1.94 | 3.30 | 59% |
| Returns for 1 year | 7.87 | 12.29 | 64% |
| Returns for 3 years | 37.88 | 35.19 | 108% |
| Returns for 5 years | 39.80 | 51.63 | 77% |
| Returns for 10 years | 93.56 | 108.66 | 86% |
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