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CLBFX vs TSHIX
CLBFX vs TSHIX Comparison
Open Charts CLBFX vs TSHIX
American Funds American Balanced 529F
Price$36.92
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
Transamerica Multi-Asset Income I
Price$15.34
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets789.42M
CLBFX vs TSHIX Comparison Chart in %
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CLBFX vs. TSHIX commentary
Aug 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 TSHIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 253B vs. TSHIX (789M). TSHIX pays higher dividends than CLBFX: TSHIX (3.57) vs CLBFX (1.97). CLBFX was incepted earlier than TSHIX: CLBFX (23 years) vs TSHIX (11 years). TSHIX (0.73) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and TSHIX (42.00) have comparable annual turnover. 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 : 16.14 vs. CLBFX (11.57). TSHIX return over 5 years is better than : 55.78 vs. CLBFX (39.52).
| CLBFX | TSHIX | CLBFX / TSHIX | |
| Total Expense Ratio | 0.67 | 0.72 | 93% |
| Annual Report Gross Expense Ratio | 0.67 | 0.73 | 92% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 8.669 | 8.102 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 789M | 32,066% |
| Annual Yield % from dividends | 1.97 | 3.57 | 55% |
| Returns for 1 year | 11.57 | 16.14 | 72% |
| Returns for 3 years | 32.58 | 31.56 | 103% |
| Returns for 5 years | 39.52 | 55.78 | 71% |
| Returns for 10 years | 79.50 | 101.98 | 78% |
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