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CLBFX vs TASHX
CLBFX vs TASHX Comparison
Open Charts CLBFX vs TASHX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets244.57B
Transamerica Multi-Asset Income A
Price$14.81
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets764.44M
CLBFX vs TASHX Comparison Chart
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CLBFX vs. TASHX commentary
Feb 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 Hold and TASHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 245B vs. TASHX (764M). 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 : 14.67 vs. CLBFX (9.36). TASHX return over 5 years is better than : 42.94 vs. CLBFX (32.87).
| 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 | 2.894 | 2.821 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 764M | 32,068% |
| Annual Yield % from dividends | 2.39 | 3.80 | 63% |
| Returns for 1 year | 9.36 | 14.67 | 64% |
| Returns for 3 years | 19.64 | 18.31 | 107% |
| Returns for 5 years | 32.87 | 42.94 | 77% |
| Returns for 10 years | 68.67 | 85.85 | 80% |
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