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CLBCX vs TBLTX
CLBCX vs TBLTX Comparison
Open Charts CLBCX vs TBLTX
American Funds American Balanced 529C
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Transamerica Balanced II I3
Price$13.05
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets71.54M
CLBCX vs TBLTX Comparison Chart in %
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CLBCX vs. TBLTX commentary
Dec 04, 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 StrongBuy and TBLTX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. TBLTX (71.5M). TBLTX pays higher dividends than CLBCX: TBLTX (1.85) vs CLBCX (1.02). CLBCX was incepted earlier than TBLTX: CLBCX (24 years) vs TBLTX (8 years). CLBCX (1.35) is less costly to investors than TBLTX (0.62). CLBCX is a more actively managed with annual turnover of: 44.00 vs. TBLTX (38.00). TBLTX has a lower initial minimum investment than CLBCX: TBLTX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 8.46 vs. TBLTX (-2.75). CLBCX return over 5 years is better than : 35.68 vs. TBLTX (11.67).
| CLBCX | TBLTX | CLBCX / TBLTX | |
| Total Expense Ratio | 1.35 | 0.62 | 218% |
| Annual Report Gross Expense Ratio | 1.35 | 0.62 | 218% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 15.753 | 12.692 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 71.5M | 376,224% |
| Annual Yield % from dividends | 1.02 | 1.85 | 55% |
| Returns for 1 year | 8.46 | -2.75 | -308% |
| Returns for 3 years | 37.75 | 22.11 | 171% |
| Returns for 5 years | 35.68 | 11.67 | 306% |
| Returns for 10 years | 73.34 | N/A | - |
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