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CLBFX vs TCSHX
CLBFX vs TCSHX Comparison
Open Charts CLBFX vs TCSHX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Transamerica Multi-Asset Income C
Price$14.75
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets764.44M
CLBFX vs TCSHX Comparison Chart
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CLBFX vs. TCSHX commentary
Feb 23, 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 Hold and TCSHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. TCSHX (764M). 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 : 13.96 vs. CLBFX (9.36). TCSHX return over 5 years is better than : 38.74 vs. CLBFX (32.87).
| 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 | 2.894 | 2.353 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 764M | 31,675% |
| Annual Yield % from dividends | 2.39 | 3.14 | 76% |
| Returns for 1 year | 9.36 | 13.96 | 67% |
| Returns for 3 years | 19.64 | 16.23 | 121% |
| Returns for 5 years | 32.87 | 38.74 | 85% |
| Returns for 10 years | 68.67 | 75.72 | 91% |
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