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CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Transamerica Balanced II I3
Price$11.93
Change-$0.11 (-0.91%)
VolumeN/A
Net Assets67.71M
CLBAX vs TBLTX Comparison Chart
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CLBAX vs. TBLTX commentary
Jun 16, 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 TBLTX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. TBLTX (67.7M). TBLTX pays higher dividends than CLBAX: TBLTX (2.11) vs CLBAX (1.91). CLBAX was incepted earlier than TBLTX: CLBAX (23 years) vs TBLTX (8 years). TBLTX (0.62) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. TBLTX (38.00). TBLTX has a lower initial minimum investment than CLBAX: TBLTX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 5.26 vs. TBLTX (-4.71). CLBAX return over 5 years is better than : 40.12 vs. TBLTX (14.85).
| CLBAX | TBLTX | CLBAX / TBLTX | |
| Total Expense Ratio | 0.58 | 0.62 | 94% |
| Annual Report Gross Expense Ratio | 0.58 | 0.62 | 94% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 4.431 | 2.459 | 180% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 67.7M | 360,414% |
| Annual Yield % from dividends | 1.91 | 2.11 | 90% |
| Returns for 1 year | 5.26 | -4.71 | -112% |
| Returns for 3 years | 33.60 | 17.10 | 196% |
| Returns for 5 years | 40.12 | 14.85 | 270% |
| Returns for 10 years | 70.29 | N/A | - |
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