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CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Transamerica Balanced II I3
Price$11.85
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets70.94M
CLBFX vs TBLTX Comparison Chart
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CLBFX vs. TBLTX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. TBLTX (70.9M). 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 : 12.43 vs. TBLTX (3.19). CLBFX return over 5 years is better than : 32.62 vs. TBLTX (10.23).
| 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 | 1.958 | 1.196 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 70.9M | 338,505% |
| Annual Yield % from dividends | 2.39 | 1.86 | 128% |
| Returns for 1 year | 12.43 | 3.19 | 390% |
| Returns for 3 years | 14.37 | -1.82 | -790% |
| Returns for 5 years | 32.62 | 10.23 | 319% |
| Returns for 10 years | 72.52 | N/A | - |
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