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CLBCX vs TASHX
CLBCX vs TASHX Comparison
Open Charts CLBCX vs TASHX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Transamerica Multi-Asset Income A
Price$15.84
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets821.74M
CLBCX vs TASHX Comparison Chart in %
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CLBCX vs. TASHX commentary
Sep 28, 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 Hold and TASHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. TASHX (822M). TASHX pays higher dividends than CLBCX: TASHX (3.30) vs CLBCX (1.11). CLBCX was incepted earlier than TASHX: CLBCX (24 years) vs TASHX (12 years). CLBCX (1.35) is less costly to investors than TASHX (0.99). CLBCX (44.00) and TASHX (42.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than TASHX: CLBCX (250) vs TASHX (1000). TASHX annual gain was more profitable for investors over the last year : 13.71 vs. CLBCX (7.19). TASHX return over 5 years is better than : 61.58 vs. CLBCX (40.81).
| CLBCX | TASHX | CLBCX / TASHX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.35 | 0.99 | 136% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 12.421 | 12.123 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 822M | 31,995% |
| Annual Yield % from dividends | 1.11 | 3.30 | 34% |
| Returns for 1 year | 7.19 | 13.71 | 52% |
| Returns for 3 years | 48.53 | 48.32 | 100% |
| Returns for 5 years | 40.81 | 61.58 | 66% |
| Returns for 10 years | 81.37 | 118.23 | 69% |