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CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$39.77
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Transamerica Balanced II I3
Price$13.05
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets71.54M
CLBAX vs TBLTX Comparison Chart in %
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CLBAX vs. TBLTX commentary
Dec 04, 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 StrongBuy and TBLTX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. TBLTX (71.5M). TBLTX pays higher dividends than CLBAX: TBLTX (1.85) vs CLBAX (1.70). 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 : 9.31 vs. TBLTX (-2.75). CLBAX return over 5 years is better than : 40.94 vs. TBLTX (11.67).
| 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 | 16.599 | 12.692 | 131% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 71.5M | 376,224% |
| Annual Yield % from dividends | 1.70 | 1.85 | 92% |
| Returns for 1 year | 9.31 | -2.75 | -339% |
| Returns for 3 years | 40.94 | 22.11 | 185% |
| Returns for 5 years | 40.94 | 11.67 | 351% |
| Returns for 10 years | 86.94 | N/A | - |
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