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CLBFX vs TSHIX
CLBFX vs TSHIX Comparison
Open Charts CLBFX vs TSHIX
American Funds American Balanced 529F
Price$35.28
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Transamerica Multi-Asset Income I
Price$14.79
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets750.45M
CLBFX vs TSHIX Comparison Chart
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CLBFX vs. TSHIX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. TSHIX (750M). 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 : 15.72 vs. CLBFX (12.27). TSHIX return over 5 years is better than : 46.05 vs. CLBFX (36.74).
| 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 | 3.128 | 1.595 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 750M | 32,133% |
| Annual Yield % from dividends | 2.39 | 4.06 | 59% |
| Returns for 1 year | 12.27 | 15.72 | 78% |
| Returns for 3 years | 16.76 | 15.24 | 110% |
| Returns for 5 years | 36.74 | 46.05 | 80% |
| Returns for 10 years | 74.28 | 94.35 | 79% |
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