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CLBAX vs TBLRX
CLBAX vs TBLRX Comparison
Open Charts CLBAX vs TBLRX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Transamerica Balanced II R
Price$12.91
Change-$0.15 (-1.15%)
VolumeN/A
Net Assets71.59M
CLBAX vs TBLRX Comparison Chart in %
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CLBAX vs. TBLRX commentary
Nov 14, 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: 269B vs. TBLRX (71.6M). CLBAX pays higher dividends than TBLRX: CLBAX (1.73) vs TBLRX (1.30). 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 : 8.74 vs. TBLRX (-2.13). CLBAX return over 5 years is better than : 41.36 vs. TBLRX (11.48).
| 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 | 14.803 | 12.482 | 119% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 71.6M | 375,698% |
| Annual Yield % from dividends | 1.73 | 1.30 | 133% |
| Returns for 1 year | 8.74 | -2.13 | -411% |
| Returns for 3 years | 43.29 | 23.78 | 182% |
| Returns for 5 years | 41.36 | 11.48 | 360% |
| Returns for 10 years | 86.58 | 47.93 | 181% |
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