CLBFX
Price
$35.72
Change
+$0.08 (+0.22%)
Updated
Jun 6 closing price
Net Assets
243.43B
TBLTX
Price
$11.93
Change
+$0.06 (+0.51%)
Updated
Jun 6 closing price
Net Assets
67.59M
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CLBFX vs TBLTX

Header iconCLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTXBanner chart's image
American Funds American Balanced 529F
Price$35.72
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Transamerica Balanced II I3
Price$11.93
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets67.59M
CLBFX vs TBLTX Comparison Chart
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CLBFX vs. TBLTX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. TBLTX (67.6M). TBLTX (2.11) and CLBFX (2.07) 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 : 7.27 vs. TBLTX (-3.73). CLBFX return over 5 years is better than : 37.68 vs. TBLTX (12.02).
CLBFXTBLTXCLBFX / TBLTX
Total Expense Ratio0.670.62108%
Annual Report Gross Expense Ratio0.670.62108%
Fund Existence23 years8 years-
Gain YTD4.7782.459194%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets243B67.6M359,467%
Annual Yield % from dividends2.072.1198%
Returns for 1 year7.27-3.73-195%
Returns for 3 years24.098.40287%
Returns for 5 years37.6812.02313%
Returns for 10 years75.37N/A-
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