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CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
Transamerica Balanced II I3
Price$13.33
Change-$0.27 (-1.99%)
VolumeN/A
CapitalizationN/A
CLBFX vs TBLTX Comparison Chart
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CLBFX vs. TBLTX commentary
Dec 19, 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 Hold and TBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. TBLTX (114M). 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). TBLTX annual gain was more profitable for investors over the last year : 15.96 vs. CLBFX (12.67). CLBFX return over 5 years is better than : 35.48 vs. TBLTX (29.30).
| 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 | 11.647 | 17.241 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 114M | 211,404% |
| Annual Yield % from dividends | 2.39 | 1.86 | 128% |
| Returns for 1 year | 12.67 | 15.96 | 79% |
| Returns for 3 years | 13.69 | 1.61 | 849% |
| Returns for 5 years | 35.48 | 29.30 | 121% |
| Returns for 10 years | 61.86 | N/A | - |
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