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CLBAX vs TBLTX
CLBAX vs TBLTX Comparison
Open Charts CLBAX vs TBLTX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Transamerica Balanced II I3
Price$12.65
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets70.99M
CLBAX vs TBLTX Comparison Chart in %
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CLBAX vs. TBLTX commentary
Sep 06, 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: 258B vs. TBLTX (71M). TBLTX pays higher dividends than CLBAX: TBLTX (1.96) vs CLBAX (1.80). 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 : 9.95 vs. TBLTX (-0.98). CLBAX return over 5 years is better than : 41.54 vs. TBLTX (12.73).
| 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 | 11.362 | 9.164 | 124% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 71M | 363,380% |
| Annual Yield % from dividends | 1.80 | 1.96 | 92% |
| Returns for 1 year | 9.95 | -0.98 | -1,013% |
| Returns for 3 years | 40.92 | 21.01 | 195% |
| Returns for 5 years | 41.54 | 12.73 | 326% |
| Returns for 10 years | 88.47 | N/A | - |
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