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CLBFX vs TASHX
CLBFX vs TASHX Comparison
Open Charts CLBFX vs TASHX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Transamerica Multi-Asset Income A
Price$15.85
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets830.86M
CLBFX vs TASHX Comparison Chart in %
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CLBFX vs. TASHX commentary
Nov 20, 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: 264B vs. TASHX (831M). TASHX pays higher dividends than CLBFX: TASHX (3.18) vs CLBFX (1.86). 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 : 12.60 vs. CLBFX (8.95). TASHX return over 5 years is better than : 49.49 vs. CLBFX (40.97).
| 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 | 13.881 | 12.582 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 831M | 31,769% |
| Annual Yield % from dividends | 1.86 | 3.18 | 58% |
| Returns for 1 year | 8.95 | 12.60 | 71% |
| Returns for 3 years | 42.00 | 38.55 | 109% |
| Returns for 5 years | 40.97 | 49.49 | 83% |
| Returns for 10 years | 86.36 | 109.73 | 79% |
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