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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Transamerica Balanced II R
Price$10.16
Change-$2.73 (-21.18%)
VolumeN/A
Net Assets71.43M
CLBAX vs TBLRX Comparison Chart in %
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CLBAX vs. TBLRX commentary
Feb 05, 2026
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 Hold and TBLRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. TBLRX (71.4M). CLBAX pays higher dividends than TBLRX: CLBAX (1.89) vs TBLRX (1.43). 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 : 11.35 vs. TBLRX (-13.02). CLBAX return over 5 years is better than : 37.40 vs. TBLRX (-14.06).
| 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 | 2.460 | 0.594 | 414% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 71.4M | 378,151% |
| Annual Yield % from dividends | 1.89 | 1.43 | 133% |
| Returns for 1 year | 11.35 | -13.02 | -87% |
| Returns for 3 years | 36.75 | -2.90 | -1,269% |
| Returns for 5 years | 37.40 | -14.06 | -266% |
| Returns for 10 years | 100.85 | 21.34 | 473% |