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CLBFX vs TMAIX
CLBFX vs TMAIX Comparison
Open Charts CLBFX vs TMAIX
American Funds American Balanced 529F
Price$38.50
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets263.06B
Thrivent Moderate Allocation S
Price$17.18
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets4.13B
CLBFX vs TMAIX Comparison Chart in %
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CLBFX vs. TMAIX commentary
Sep 16, 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 TMAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. TMAIX (4.13B). TMAIX pays higher dividends than CLBFX: TMAIX (2.13) vs CLBFX (1.94). CLBFX was incepted earlier than TMAIX: CLBFX (23 years) vs TMAIX (20 years). TMAIX (1.03) is less costly to investors than CLBFX (0.67). TMAIX is a more actively managed with annual turnover of: 50.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than TMAIX: CLBFX (250) vs TMAIX (2000). CLBFX annual gain was more profitable for investors over the last year : 9.91 vs. TMAIX (7.00). CLBFX return over 5 years is better than : 45.01 vs. TMAIX (28.47).
| CLBFX | TMAIX | CLBFX / TMAIX | |
| Total Expense Ratio | 0.67 | 0.83 | 81% |
| Annual Report Gross Expense Ratio | 0.67 | 1.03 | 65% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 13.320 | 10.571 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 4.13B | 6,370% |
| Annual Yield % from dividends | 1.94 | 2.13 | 91% |
| Returns for 1 year | 9.91 | 7.00 | 142% |
| Returns for 3 years | 44.65 | 36.31 | 123% |
| Returns for 5 years | 45.01 | 28.47 | 158% |
| Returns for 10 years | 95.76 | 59.49 | 161% |