Ad is loading...
CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$32.64
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
Transamerica Balanced II I3
Price$10.96
Change-$0.25 (-2.23%)
VolumeN/A
Net Assets64.85M
CLBFX vs TBLTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. TBLTX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 229B vs. TBLTX (64.9M). TBLTX (2.17) and CLBFX (2.14) have matching dividends . CLBFX was incepted earlier than TBLTX: CLBFX (23 years) vs TBLTX (8 years). CLBFX (0.68) is less costly to investors than TBLTX (0.62). CLBFX is a more actively managed with annual turnover of: 171.00 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 : 2.47 vs. TBLTX (-6.21). CLBFX return over 5 years is better than : 39.71 vs. TBLTX (15.77).
| CLBFX | TBLTX | CLBFX / TBLTX | |
| Total Expense Ratio | 0.68 | 0.62 | 110% |
| Annual Report Gross Expense Ratio | 0.68 | 0.62 | 110% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -2.174 | -3.725 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 64.9M | 352,851% |
| Annual Yield % from dividends | 2.14 | 2.17 | 99% |
| Returns for 1 year | 2.47 | -6.21 | -40% |
| Returns for 3 years | 13.09 | -2.03 | -645% |
| Returns for 5 years | 39.71 | 15.77 | 252% |
| Returns for 10 years | 62.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers