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CLBCX vs TCSHX
CLBCX vs TCSHX Comparison
Open Charts CLBCX vs TCSHX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Transamerica Multi-Asset Income C
Price$14.67
Change-$0.11 (-0.74%)
VolumeN/A
Net Assets752.37M
CLBCX vs TCSHX Comparison Chart
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CLBCX vs. TCSHX commentary
Jun 16, 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: 244B vs. TCSHX (752M). TCSHX pays higher dividends than CLBCX: TCSHX (2.69) vs CLBCX (1.18). 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 : 9.64 vs. CLBCX (4.49). TCSHX return over 5 years is better than : 50.69 vs. CLBCX (34.93).
| 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 | 4.067 | 2.772 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 752M | 32,447% |
| Annual Yield % from dividends | 1.18 | 2.69 | 44% |
| Returns for 1 year | 4.49 | 9.64 | 47% |
| Returns for 3 years | 30.63 | 29.38 | 104% |
| Returns for 5 years | 34.93 | 50.69 | 69% |
| Returns for 10 years | 57.89 | 77.11 | 75% |
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