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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Transamerica Balanced II R
Price$12.56
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets70.65M
CLBAX vs TBLRX Comparison Chart in %
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CLBAX vs. TBLRX commentary
Aug 18, 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: 256B vs. TBLRX (70.6M). CLBAX pays higher dividends than TBLRX: CLBAX (1.82) vs TBLRX (1.39). 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 : 7.96 vs. TBLRX (-2.17). CLBAX return over 5 years is better than : 39.83 vs. TBLRX (10.92).
| 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 | 9.747 | 7.798 | 125% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 70.6M | 362,606% |
| Annual Yield % from dividends | 1.82 | 1.39 | 131% |
| Returns for 1 year | 7.96 | -2.17 | -366% |
| Returns for 3 years | 30.56 | 10.31 | 296% |
| Returns for 5 years | 39.83 | 10.92 | 365% |
| Returns for 10 years | 78.78 | 38.72 | 203% |
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