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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-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Transamerica Balanced II I3
Price$10.13
Change-$2.73 (-21.23%)
VolumeN/A
Net Assets71.43M
CLBAX vs TBLTX Comparison Chart in %
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CLBAX vs. TBLTX commentary
Feb 04, 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 TBLTX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. TBLTX (71.4M). CLBAX (1.89) and TBLTX (1.82) have matching dividends . 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 : 11.35 vs. TBLTX (-12.69). CLBAX return over 5 years is better than : 37.40 vs. TBLTX (-12.35).
| 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 | 2.460 | 0.596 | 413% |
| 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 | 1.82 | 104% |
| Returns for 1 year | 11.35 | -12.69 | -89% |
| Returns for 3 years | 36.75 | -1.62 | -2,273% |
| Returns for 5 years | 37.40 | -12.35 | -303% |
| Returns for 10 years | 100.85 | N/A | - |
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