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CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$38.80
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Transamerica Balanced II I3
Price$12.85
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets71.91M
CLBFX vs TBLTX Comparison Chart in %
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CLBFX vs. TBLTX commentary
Oct 09, 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 Hold and TBLTX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. TBLTX (71.9M). CLBFX (1.89) and TBLTX (1.88) 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 : 10.12 vs. TBLTX (-0.29). CLBFX return over 5 years is better than : 45.45 vs. TBLTX (15.25).
| 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 | 14.560 | 11.652 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 71.9M | 369,958% |
| Annual Yield % from dividends | 1.89 | 1.88 | 101% |
| Returns for 1 year | 10.12 | -0.29 | -3,499% |
| Returns for 3 years | 52.59 | 31.10 | 169% |
| Returns for 5 years | 45.45 | 15.25 | 298% |
| Returns for 10 years | 92.94 | N/A | - |
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