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CLBAX vs TAMMX
CLBAX vs TAMMX Comparison
Open Charts CLBAX vs TAMMX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Transamerica Multi-Managed Balanced R6
Price$37.35
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets1.5B
CLBAX vs TAMMX Comparison Chart in %
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CLBAX vs. TAMMX commentary
Oct 19, 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 CLBAX is a Buy and TAMMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. TAMMX (1.5B). CLBAX pays higher dividends than TAMMX: CLBAX (1.76) vs TAMMX (1.65). CLBAX was incepted earlier than TAMMX: CLBAX (24 years) vs TAMMX (10 years). TAMMX (0.65) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. TAMMX (41.00). TAMMX has a lower initial minimum investment than CLBAX: TAMMX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 8.72 vs. TAMMX (3.94). CLBAX return over 5 years is better than : 43.96 vs. TAMMX (25.50).
| CLBAX | TAMMX | CLBAX / TAMMX | |
| Total Expense Ratio | 0.58 | 0.65 | 89% |
| Annual Report Gross Expense Ratio | 0.58 | 0.65 | 89% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 14.656 | 11.090 | 132% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.5B | 17,781% |
| Annual Yield % from dividends | 1.76 | 1.65 | 107% |
| Returns for 1 year | 8.72 | 3.94 | 222% |
| Returns for 3 years | 51.33 | 40.18 | 128% |
| Returns for 5 years | 43.96 | 25.50 | 172% |
| Returns for 10 years | 88.01 | 64.82 | 136% |