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CLBFX vs TCSHX
CLBFX vs TCSHX Comparison
Open Charts CLBFX vs TCSHX
American Funds American Balanced 529F
Price$32.64
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
Transamerica Multi-Asset Income C
Price$13.63
Change-$0.19 (-1.37%)
VolumeN/A
Net Assets701.74M
CLBFX vs TCSHX Comparison Chart
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CLBFX vs. TCSHX commentary
Apr 11, 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: 229B vs. TCSHX (702M). TCSHX pays higher dividends than CLBFX: TCSHX (2.62) vs CLBFX (2.14). CLBFX was incepted earlier than TCSHX: CLBFX (23 years) vs TCSHX (11 years). TCSHX (1.71) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. TCSHX (42.00). 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 : 5.80 vs. CLBFX (2.47). TCSHX return over 5 years is better than : 53.85 vs. CLBFX (39.71).
| CLBFX | TCSHX | CLBFX / TCSHX | |
| Total Expense Ratio | 0.68 | 1.71 | 40% |
| Annual Report Gross Expense Ratio | 0.68 | 1.71 | 40% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -2.174 | -3.642 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 702M | 32,621% |
| Annual Yield % from dividends | 2.14 | 2.62 | 82% |
| Returns for 1 year | 2.47 | 5.80 | 43% |
| Returns for 3 years | 13.09 | 10.27 | 128% |
| Returns for 5 years | 39.71 | 53.85 | 74% |
| Returns for 10 years | 62.36 | 66.54 | 94% |
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