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CLBFX vs TSHIX
CLBFX vs TSHIX Comparison
Open Charts CLBFX vs TSHIX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Transamerica Multi-Asset Income I
Price$14.08
Change-$0.31 (-2.15%)
VolumeN/A
Net Assets733.05M
CLBFX vs TSHIX Comparison Chart
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CLBFX vs. TSHIX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. TSHIX (733M). TSHIX pays higher dividends than CLBFX: TSHIX (3.57) vs CLBFX (2.14). CLBFX was incepted earlier than TSHIX: CLBFX (23 years) vs TSHIX (11 years). TSHIX (0.73) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. TSHIX (42.00). 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 : 9.82 vs. CLBFX (1.49). TSHIX return over 5 years is better than : 82.45 vs. CLBFX (49.30).
| CLBFX | TSHIX | CLBFX / TSHIX | |
| Total Expense Ratio | 0.68 | 0.72 | 94% |
| Annual Report Gross Expense Ratio | 0.68 | 0.73 | 93% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -2.116 | 0.151 | -1,404% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 733M | 32,060% |
| Annual Yield % from dividends | 2.14 | 3.57 | 60% |
| Returns for 1 year | 1.49 | 9.82 | 15% |
| Returns for 3 years | 10.84 | 15.19 | 71% |
| Returns for 5 years | 49.30 | 82.45 | 60% |
| Returns for 10 years | 62.85 | 87.39 | 72% |
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