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CLBFX vs TBLRX
CLBFX vs TBLRX Comparison
Open Charts CLBFX vs TBLRX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Transamerica Balanced II R
Price$12.80
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets70.03M
CLBFX vs TBLRX Comparison Chart in %
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CLBFX vs. TBLRX 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 TBLRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. TBLRX (70M). CLBFX pays higher dividends than TBLRX: CLBFX (1.86) vs TBLRX (1.30). CLBFX was incepted earlier than TBLRX: CLBFX (23 years) vs TBLRX (31 years). TBLRX (1.11) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. TBLRX (38.00). TBLRX has a lower initial minimum investment than CLBFX: TBLRX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 9.14 vs. TBLRX (-3.37). CLBFX return over 5 years is better than : 41.70 vs. TBLRX (9.35).
| CLBFX | TBLRX | CLBFX / TBLRX | |
| Total Expense Ratio | 0.67 | 1.10 | 61% |
| Annual Report Gross Expense Ratio | 0.67 | 1.11 | 60% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 14.206 | 10.070 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 70M | 375,714% |
| Annual Yield % from dividends | 1.86 | 1.30 | 143% |
| Returns for 1 year | 9.14 | -3.37 | -271% |
| Returns for 3 years | 42.41 | 21.35 | 199% |
| Returns for 5 years | 41.70 | 9.35 | 446% |
| Returns for 10 years | 86.89 | 41.91 | 207% |
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