Interact to see
Advertisement
Advertisement
CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$36.77
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
Transamerica Balanced II I3
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.3M
CLBFX vs TBLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. TBLTX commentary
Jul 18, 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: 252B vs. TBLTX (69.3M). TBLTX (2.01) and CLBFX (1.99) 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 : 7.19 vs. TBLTX (-4.71). CLBFX return over 5 years is better than : 41.93 vs. TBLTX (13.63).
| 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 | 8.228 | 5.539 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 69.3M | 363,636% |
| Annual Yield % from dividends | 1.99 | 2.01 | 99% |
| Returns for 1 year | 7.19 | -4.71 | -153% |
| Returns for 3 years | 37.79 | 17.10 | 221% |
| Returns for 5 years | 41.93 | 13.63 | 308% |
| Returns for 10 years | 78.05 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement