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CLBFX vs TMAIX
CLBFX vs TMAIX Comparison
Open Charts CLBFX vs TMAIX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Thrivent Moderate Allocation S
Price$17.17
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets4.14B
CLBFX vs TMAIX Comparison Chart in %
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CLBFX vs. TMAIX commentary
Oct 19, 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: 266B vs. TMAIX (4.14B). TMAIX pays higher dividends than CLBFX: TMAIX (2.07) vs CLBFX (1.89). 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 : 8.84 vs. TMAIX (4.98). CLBFX return over 5 years is better than : 45.11 vs. TMAIX (27.40).
| 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 | 14.767 | 10.965 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.14B | 6,419% |
| Annual Yield % from dividends | 1.89 | 2.07 | 92% |
| Returns for 1 year | 8.84 | 4.98 | 178% |
| Returns for 3 years | 52.03 | 41.69 | 125% |
| Returns for 5 years | 45.11 | 27.40 | 165% |
| Returns for 10 years | 91.64 | 56.88 | 161% |
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