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CLBFX vs TSHIX
CLBFX vs TSHIX Comparison
Open Charts CLBFX vs TSHIX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Transamerica Multi-Asset Income I
Price$15.88
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets830.1M
CLBFX vs TSHIX Comparison Chart in %
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CLBFX vs. TSHIX commentary
Nov 20, 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: 263B vs. TSHIX (830M). TSHIX pays higher dividends than CLBFX: TSHIX (3.41) vs CLBFX (1.86). CLBFX was incepted earlier than TSHIX: CLBFX (23 years) vs TSHIX (12 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 : 13.07 vs. CLBFX (9.14). TSHIX return over 5 years is better than : 51.97 vs. CLBFX (41.70).
| 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 | 12 years | - |
| Gain YTD | 14.206 | 12.668 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 830M | 31,687% |
| Annual Yield % from dividends | 1.86 | 3.41 | 55% |
| Returns for 1 year | 9.14 | 13.07 | 70% |
| Returns for 3 years | 42.41 | 39.95 | 106% |
| Returns for 5 years | 41.70 | 51.97 | 80% |
| Returns for 10 years | 86.89 | 114.84 | 76% |
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