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CLBFX vs TBLRX
CLBFX vs TBLRX Comparison
Open Charts CLBFX vs TBLRX
American Funds American Balanced 529F
Price$37.04
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
Transamerica Balanced II R
Price$12.47
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets70.22M
CLBFX vs TBLRX Comparison Chart in %
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CLBFX vs. TBLRX commentary
Aug 10, 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 TBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. TBLRX (70.2M). CLBFX pays higher dividends than TBLRX: CLBFX (1.97) vs TBLRX (1.39). 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 : 10.27 vs. TBLRX (-0.20). CLBFX return over 5 years is better than : 39.97 vs. TBLRX (10.22).
| 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 | 9.023 | 7.026 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 70.2M | 361,823% |
| Annual Yield % from dividends | 1.97 | 1.39 | 142% |
| Returns for 1 year | 10.27 | -0.20 | -5,250% |
| Returns for 3 years | 33.41 | 12.56 | 266% |
| Returns for 5 years | 39.97 | 10.22 | 391% |
| Returns for 10 years | 80.95 | 38.22 | 212% |
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