Interact to see
Advertisement
Advertisement
CLBCX vs TBLTX
CLBCX vs TBLTX Comparison
Open Charts CLBCX vs TBLTX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.83B
Transamerica Balanced II I3
Price$12.83
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets71.39M
CLBCX vs TBLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. TBLTX commentary
Oct 18, 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 TBLTX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. TBLTX (71.4M). TBLTX pays higher dividends than CLBCX: TBLTX (1.88) vs CLBCX (1.06). 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 : 7.94 vs. TBLTX (-2.68). CLBCX return over 5 years is better than : 38.45 vs. TBLTX (13.68).
| 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 | 13.824 | 10.872 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 71.4M | 372,549% |
| Annual Yield % from dividends | 1.06 | 1.88 | 56% |
| Returns for 1 year | 7.94 | -2.68 | -296% |
| Returns for 3 years | 48.83 | 30.06 | 162% |
| Returns for 5 years | 38.45 | 13.68 | 281% |
| Returns for 10 years | 74.06 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement