Interact to see
Advertisement
Advertisement
CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$36.29
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Transamerica Balanced II I3
Price$12.13
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets68.47M
CLBFX vs TBLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. TBLTX commentary
Jun 28, 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: 248B vs. TBLTX (68.5M). 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 : 7.54 vs. TBLTX (-3.69). CLBFX return over 5 years is better than : 45.76 vs. TBLTX (17.14).
| 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 | 6.815 | 3.986 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 68.5M | 362,044% |
| Annual Yield % from dividends | 2.07 | 2.11 | 98% |
| Returns for 1 year | 7.54 | -3.69 | -204% |
| Returns for 3 years | 34.34 | 15.48 | 222% |
| Returns for 5 years | 45.76 | 17.14 | 267% |
| Returns for 10 years | 79.61 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers