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CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$36.01
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Transamerica Balanced II I3
Price$13.35
Change-$0.03 (-0.22%)
VolumeN/A
CapitalizationN/A
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CLBFX vs TBLTX Comparison Chart
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CLBFX vs. TBLTX commentary
Sep 21, 2024
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 StrongBuy and TBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. TBLTX (115M). 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 : 24.60 vs. TBLTX (19.29). CLBFX return over 5 years is better than : 42.98 vs. TBLTX (28.73).
| 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 | 14.164 | 13.666 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 115M | 205,217% |
| Annual Yield % from dividends | 2.39 | 1.86 | 128% |
| Returns for 1 year | 24.60 | 19.29 | 128% |
| Returns for 3 years | 16.88 | 1.45 | 1,168% |
| Returns for 5 years | 42.98 | 28.73 | 150% |
| Returns for 10 years | 70.31 | N/A | - |
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