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CLBCX vs TASHX
CLBCX vs TASHX Comparison
Open Charts CLBCX vs TASHX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Transamerica Multi-Asset Income A
Price$15.24
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets781.01M
CLBCX vs TASHX Comparison Chart in %
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CLBCX vs. TASHX commentary
Jul 07, 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 TASHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. TASHX (781M). TASHX pays higher dividends than CLBCX: TASHX (3.33) vs CLBCX (1.13). CLBCX was incepted earlier than TASHX: CLBCX (23 years) vs TASHX (11 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 : 13.51 vs. CLBCX (7.04). TASHX return over 5 years is better than : 60.87 vs. CLBCX (37.95).
| CLBCX | TASHX | CLBCX / TASHX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.35 | 0.99 | 136% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 7.660 | 7.038 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 781M | 32,266% |
| Annual Yield % from dividends | 1.13 | 3.33 | 34% |
| Returns for 1 year | 7.04 | 13.51 | 52% |
| Returns for 3 years | 33.08 | 36.94 | 90% |
| Returns for 5 years | 37.95 | 60.87 | 62% |
| Returns for 10 years | 64.69 | 97.57 | 66% |
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