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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Transamerica Balanced II R
Price$10.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets71.44M
CLBAX vs TBLRX Comparison Chart in %
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CLBAX vs. TBLRX commentary
Dec 27, 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 StrongBuy and TBLRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. TBLRX (71.4M). CLBAX pays higher dividends than TBLRX: CLBAX (1.70) vs TBLRX (1.29). CLBAX was incepted earlier than TBLRX: CLBAX (24 years) vs TBLRX (32 years). TBLRX (1.11) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. TBLRX (38.00). TBLRX has a lower initial minimum investment than CLBAX: TBLRX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.15 vs. TBLRX (-13.57). CLBAX return over 5 years is better than : 36.56 vs. TBLRX (-11.77).
| CLBAX | TBLRX | CLBAX / TBLRX | |
| Total Expense Ratio | 0.58 | 1.10 | 53% |
| Annual Report Gross Expense Ratio | 0.58 | 1.11 | 52% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 10.739 | -12.323 | -87% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 71.4M | 376,751% |
| Annual Yield % from dividends | 1.70 | 1.29 | 131% |
| Returns for 1 year | 9.15 | -13.57 | -67% |
| Returns for 3 years | 38.03 | 3.10 | 1,228% |
| Returns for 5 years | 36.56 | -11.77 | -311% |
| Returns for 10 years | 84.88 | 14.24 | 596% |
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