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CLBCX vs IBALX
CLBCX vs IBALX Comparison
Open Charts CLBCX vs IBALX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Transamerica Multi-Managed Balanced A
Price$36.53
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets1.47B
CLBCX vs IBALX Comparison Chart in %
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CLBCX vs. IBALX commentary
Sep 08, 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 CLBCX is a Buy and IBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. IBALX (1.47B). IBALX pays higher dividends than CLBCX: IBALX (1.47) vs CLBCX (1.11). CLBCX was incepted earlier than IBALX: CLBCX (24 years) vs IBALX (31 years). CLBCX (1.35) is less costly to investors than IBALX (0.97). CLBCX is a more actively managed with annual turnover of: 44.00 vs. IBALX (41.00). CLBCX has a lower initial minimum investment than IBALX: CLBCX (250) vs IBALX (1000). CLBCX annual gain was more profitable for investors over the last year : 9.15 vs. IBALX (4.84). CLBCX return over 5 years is better than : 36.30 vs. IBALX (22.45).
| CLBCX | IBALX | CLBCX / IBALX | |
| Total Expense Ratio | 1.35 | 0.97 | 139% |
| Annual Report Gross Expense Ratio | 1.35 | 0.97 | 139% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 10.785 | 8.712 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 1.47B | 17,655% |
| Annual Yield % from dividends | 1.11 | 1.47 | 75% |
| Returns for 1 year | 9.15 | 4.84 | 189% |
| Returns for 3 years | 37.75 | 29.59 | 128% |
| Returns for 5 years | 36.30 | 22.45 | 162% |
| Returns for 10 years | 74.80 | 61.28 | 122% |
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