Interact to see
Advertisement
Advertisement
CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Transamerica Balanced II I3
Price$12.89
Change-$0.14 (-1.07%)
VolumeN/A
Net Assets70.8M
CLBAX vs TBLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. TBLTX 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 TBLTX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. TBLTX (70.8M). TBLTX pays higher dividends than CLBAX: TBLTX (1.85) vs CLBAX (1.73). 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 : 9.96 vs. TBLTX (-1.66). CLBAX return over 5 years is better than : 43.13 vs. TBLTX (13.65).
| 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 | 16.246 | 12.952 | 125% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 70.8M | 379,944% |
| Annual Yield % from dividends | 1.73 | 1.85 | 93% |
| Returns for 1 year | 9.96 | -1.66 | -600% |
| Returns for 3 years | 44.29 | 25.40 | 174% |
| Returns for 5 years | 43.13 | 13.65 | 316% |
| Returns for 10 years | 90.70 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement