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CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$38.32
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
Transamerica Balanced II I3
Price$12.72
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets71.29M
CLBAX vs TBLTX Comparison Chart in %
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CLBAX vs. TBLTX commentary
Sep 26, 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 Hold and TBLTX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. TBLTX (71.3M). TBLTX pays higher dividends than CLBAX: TBLTX (1.96) vs CLBAX (1.80). CLBAX was incepted earlier than TBLTX: CLBAX (24 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 : 8.29 vs. TBLTX (-1.88). CLBAX return over 5 years is better than : 46.16 vs. TBLTX (17.29).
| CLBAX | TBLTX | CLBAX / TBLTX | |
| Total Expense Ratio | 0.58 | 0.62 | 94% |
| Annual Report Gross Expense Ratio | 0.58 | 0.62 | 94% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 13.007 | 10.699 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 71.3M | 368,864% |
| Annual Yield % from dividends | 1.80 | 1.96 | 92% |
| Returns for 1 year | 8.29 | -1.88 | -440% |
| Returns for 3 years | 51.43 | 29.40 | 175% |
| Returns for 5 years | 46.16 | 17.29 | 267% |
| Returns for 10 years | 96.00 | N/A | - |
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