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CLBCX vs TCSHX
CLBCX vs TCSHX Comparison
Open Charts CLBCX vs TCSHX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Transamerica Multi-Asset Income C
Price$15.40
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets795.96M
CLBCX vs TCSHX Comparison Chart in %
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CLBCX vs. TCSHX commentary
Aug 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 Buy and TCSHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. TCSHX (796M). TCSHX pays higher dividends than CLBCX: TCSHX (2.66) vs CLBCX (1.12). CLBCX was incepted earlier than TCSHX: CLBCX (24 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 : 12.87 vs. CLBCX (7.14). TCSHX return over 5 years is better than : 49.68 vs. CLBCX (34.64).
| CLBCX | TCSHX | CLBCX / TCSHX | |
| Total Expense Ratio | 1.35 | 1.71 | 79% |
| Annual Report Gross Expense Ratio | 1.35 | 1.71 | 79% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 9.208 | 8.376 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 796M | 32,161% |
| Annual Yield % from dividends | 1.12 | 2.66 | 42% |
| Returns for 1 year | 7.14 | 12.87 | 55% |
| Returns for 3 years | 27.58 | 26.03 | 106% |
| Returns for 5 years | 34.64 | 49.68 | 70% |
| Returns for 10 years | 65.77 | 89.18 | 74% |
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