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CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$37.04
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
Transamerica Balanced II I3
Price$12.45
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets70.22M
CLBFX vs TBLTX Comparison Chart in %
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CLBFX vs. TBLTX 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 TBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. TBLTX (70.2M). TBLTX (1.99) and CLBFX (1.97) have matching dividends . CLBFX was incepted earlier than TBLTX: CLBFX (23 years) vs TBLTX (8 years). CLBFX (0.67) is less costly to investors than TBLTX (0.62). CLBFX is a more actively managed with annual turnover of: 44.00 vs. TBLTX (38.00). 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 : 10.27 vs. TBLTX (0.29). CLBFX return over 5 years is better than : 39.97 vs. TBLTX (12.35).
| CLBFX | TBLTX | CLBFX / TBLTX | |
| Total Expense Ratio | 0.67 | 0.62 | 108% |
| Annual Report Gross Expense Ratio | 0.67 | 0.62 | 108% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 9.023 | 7.438 | 121% |
| 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 | 1.99 | 99% |
| Returns for 1 year | 10.27 | 0.29 | 3,496% |
| Returns for 3 years | 33.41 | 14.04 | 238% |
| Returns for 5 years | 39.97 | 12.35 | 324% |
| Returns for 10 years | 80.95 | N/A | - |
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