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CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Transamerica Balanced II I3
Price$11.92
Change-$0.10 (-0.83%)
VolumeN/A
Net Assets69.68M
CLBFX vs TBLTX Comparison Chart
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CLBFX vs. TBLTX 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 TBLTX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. TBLTX (69.7M). CLBFX pays higher dividends than TBLTX: CLBFX (2.39) vs TBLTX (1.86). CLBFX was incepted earlier than TBLTX: CLBFX (22 years) vs TBLTX (7 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. TBLTX (34.00). TBLTX has a lower initial minimum investment than CLBFX: TBLTX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 9.36 vs. TBLTX (-0.04). CLBFX return over 5 years is better than : 32.87 vs. TBLTX (9.35).
| CLBFX | TBLTX | CLBFX / TBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 2.894 | 1.793 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 69.7M | 347,202% |
| Annual Yield % from dividends | 2.39 | 1.86 | 128% |
| Returns for 1 year | 9.36 | -0.04 | -25,344% |
| Returns for 3 years | 19.64 | 2.83 | 694% |
| Returns for 5 years | 32.87 | 9.35 | 352% |
| Returns for 10 years | 68.67 | N/A | - |
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