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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Transamerica Balanced II R
Price$12.71
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets71.16M
CLBAX vs TBLRX Comparison Chart in %
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CLBAX vs. TBLRX commentary
Sep 09, 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 TBLRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. TBLRX (71.2M). CLBAX pays higher dividends than TBLRX: CLBAX (1.80) vs TBLRX (1.37). CLBAX was incepted earlier than TBLRX: CLBAX (24 years) vs TBLRX (31 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 : 11.72 vs. TBLRX (-1.47). CLBAX return over 5 years is better than : 42.50 vs. TBLRX (10.68).
| 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 | 31 years | - |
| Gain YTD | 11.803 | 8.742 | 135% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 71.2M | 363,764% |
| Annual Yield % from dividends | 1.80 | 1.37 | 131% |
| Returns for 1 year | 11.72 | -1.47 | -798% |
| Returns for 3 years | 38.19 | 19.44 | 196% |
| Returns for 5 years | 42.50 | 10.68 | 398% |
| Returns for 10 years | 89.77 | 45.11 | 199% |
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