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CLBFX vs TSHIX
CLBFX vs TSHIX Comparison
Open Charts CLBFX vs TSHIX
American Funds American Balanced 529F
Price$34.79
Change-$0.33 (-0.94%)
VolumeN/A
Net Assets241.5B
Transamerica Multi-Asset Income I
Price$14.70
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets764.31M
CLBFX vs TSHIX Comparison Chart
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CLBFX vs. TSHIX commentary
Mar 04, 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 TSHIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. TSHIX (764M). TSHIX pays higher dividends than CLBFX: TSHIX (4.06) vs CLBFX (2.39). CLBFX was incepted earlier than TSHIX: CLBFX (22 years) vs TSHIX (11 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. TSHIX (37.00). CLBFX has a lower initial minimum investment than TSHIX: CLBFX (250) vs TSHIX (1000000). TSHIX annual gain was more profitable for investors over the last year : 14.64 vs. CLBFX (6.82). TSHIX return over 5 years is better than : 49.79 vs. CLBFX (34.98).
| CLBFX | TSHIX | CLBFX / TSHIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 1.695 | 2.525 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 764M | 31,675% |
| Annual Yield % from dividends | 2.39 | 4.06 | 59% |
| Returns for 1 year | 6.82 | 14.64 | 47% |
| Returns for 3 years | 17.32 | 18.64 | 93% |
| Returns for 5 years | 34.98 | 49.79 | 70% |
| Returns for 10 years | 69.31 | 92.88 | 75% |