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CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.83B
Transamerica Balanced II I3
Price$12.83
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets71.39M
CLBAX vs TBLTX Comparison Chart in %
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CLBAX vs. TBLTX commentary
Oct 18, 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: 266B vs. TBLTX (71.4M). TBLTX pays higher dividends than CLBAX: TBLTX (1.88) vs CLBAX (1.76). 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 : 8.73 vs. TBLTX (-2.68). CLBAX return over 5 years is better than : 43.77 vs. TBLTX (13.68).
| 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 | 14.508 | 10.872 | 133% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 71.4M | 372,549% |
| Annual Yield % from dividends | 1.76 | 1.88 | 94% |
| Returns for 1 year | 8.73 | -2.68 | -326% |
| Returns for 3 years | 52.25 | 30.06 | 174% |
| Returns for 5 years | 43.77 | 13.68 | 320% |
| Returns for 10 years | 87.69 | N/A | - |
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