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CLBCX vs TCSHX
CLBCX vs TCSHX Comparison
Open Charts CLBCX vs TCSHX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Transamerica Multi-Asset Income C
Price$15.18
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets781.01M
CLBCX vs TCSHX Comparison Chart in %
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CLBCX vs. TCSHX commentary
Jul 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 TCSHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. TCSHX (781M). TCSHX pays higher dividends than CLBCX: TCSHX (2.65) vs CLBCX (1.13). CLBCX was incepted earlier than TCSHX: CLBCX (23 years) vs TCSHX (11 years). TCSHX (1.71) is less costly to investors than CLBCX (1.35). CLBCX (44.00) and TCSHX (42.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than TCSHX: CLBCX (250) vs TCSHX (1000). TCSHX annual gain was more profitable for investors over the last year : 12.67 vs. CLBCX (7.04). TCSHX return over 5 years is better than : 55.96 vs. CLBCX (37.95).
| CLBCX | TCSHX | CLBCX / TCSHX | |
| Total Expense Ratio | 1.35 | 1.71 | 79% |
| Annual Report Gross Expense Ratio | 1.35 | 1.71 | 79% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 7.660 | 6.616 | 116% |
| Front Load | N/A | N/A | - |
| 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 | 2.65 | 43% |
| Returns for 1 year | 7.04 | 12.67 | 56% |
| Returns for 3 years | 33.08 | 34.25 | 97% |
| Returns for 5 years | 37.95 | 55.96 | 68% |
| Returns for 10 years | 64.69 | 86.48 | 75% |
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