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CLBFX vs TCSHX
CLBFX vs TCSHX Comparison
Open Charts CLBFX vs TCSHX
American Funds American Balanced 529F
Price$35.37
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
Transamerica Multi-Asset Income C
Price$14.66
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets748.75M
CLBFX vs TCSHX Comparison Chart
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CLBFX vs. TCSHX commentary
Jan 24, 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 TCSHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. TCSHX (749M). TCSHX pays higher dividends than CLBFX: TCSHX (3.14) vs CLBFX (2.39). CLBFX was incepted earlier than TCSHX: CLBFX (22 years) vs TCSHX (11 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. TCSHX (37.00). CLBFX has a lower initial minimum investment than TCSHX: CLBFX (250) vs TCSHX (1000). TCSHX annual gain was more profitable for investors over the last year : 14.57 vs. CLBFX (12.76). TCSHX return over 5 years is better than : 38.42 vs. CLBFX (34.99).
| CLBFX | TCSHX | CLBFX / TCSHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 3.391 | 1.524 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 749M | 32,443% |
| Annual Yield % from dividends | 2.39 | 3.14 | 76% |
| Returns for 1 year | 12.76 | 14.57 | 88% |
| Returns for 3 years | 18.23 | 13.80 | 132% |
| Returns for 5 years | 34.99 | 38.42 | 91% |
| Returns for 10 years | 72.97 | 79.12 | 92% |
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