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CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Transamerica Balanced II I3
Price$12.54
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets70.84M
CLBAX vs TBLTX Comparison Chart in %
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CLBAX vs. TBLTX commentary
Aug 17, 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: 256B vs. TBLTX (70.8M). TBLTX pays higher dividends than CLBAX: TBLTX (1.99) vs CLBAX (1.82). 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 : 9.21 vs. TBLTX (-0.77). CLBAX return over 5 years is better than : 40.16 vs. TBLTX (13.16).
| 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 | 10.011 | 8.387 | 119% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 70.8M | 361,582% |
| Annual Yield % from dividends | 1.82 | 1.99 | 92% |
| Returns for 1 year | 9.21 | -0.77 | -1,188% |
| Returns for 3 years | 30.96 | 11.94 | 259% |
| Returns for 5 years | 40.16 | 13.16 | 305% |
| Returns for 10 years | 78.92 | N/A | - |
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