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CLBFX vs TCSHX
CLBFX vs TCSHX Comparison
Open Charts CLBFX vs TCSHX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Transamerica Multi-Asset Income C
Price$15.55
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets808.69M
CLBFX vs TCSHX Comparison Chart in %
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CLBFX vs. TCSHX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. TCSHX (809M). TCSHX pays higher dividends than CLBFX: TCSHX (2.64) vs CLBFX (1.94). CLBFX was incepted earlier than TCSHX: CLBFX (23 years) vs TCSHX (12 years). TCSHX (1.71) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and TCSHX (42.00) have comparable annual turnover. 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 : 13.08 vs. CLBFX (10.11). TCSHX return over 5 years is better than : 49.93 vs. CLBFX (42.70).
| CLBFX | TCSHX | CLBFX / TCSHX | |
| Total Expense Ratio | 0.67 | 1.71 | 39% |
| Annual Report Gross Expense Ratio | 0.67 | 1.71 | 39% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 11.495 | 9.582 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 809M | 32,015% |
| Annual Yield % from dividends | 1.94 | 2.64 | 74% |
| Returns for 1 year | 10.11 | 13.08 | 77% |
| Returns for 3 years | 41.65 | 35.42 | 118% |
| Returns for 5 years | 42.70 | 49.93 | 86% |
| Returns for 10 years | 92.18 | 96.52 | 96% |
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