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CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Transamerica Balanced II I3
Price$10.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets71.44M
CLBAX vs TBLTX Comparison Chart in %
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CLBAX vs. TBLTX commentary
Dec 29, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. TBLTX (71.4M). 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 : 9.15 vs. TBLTX (-13.27). CLBAX return over 5 years is better than : 36.56 vs. TBLTX (-10.12).
| 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 | 10.739 | -12.013 | -89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 71.4M | 376,751% |
| Annual Yield % from dividends | 1.70 | 1.85 | 92% |
| Returns for 1 year | 9.15 | -13.27 | -69% |
| Returns for 3 years | 38.03 | 4.44 | 857% |
| Returns for 5 years | 36.56 | -10.12 | -361% |
| Returns for 10 years | 84.88 | N/A | - |
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