Interact to see
Advertisement
Advertisement
CLBCX vs TSHIX
CLBCX vs TSHIX Comparison
Open Charts CLBCX vs TSHIX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Transamerica Multi-Asset Income I
Price$15.25
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets781.01M
CLBCX vs TSHIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. TSHIX commentary
Jul 07, 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 TSHIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. TSHIX (781M). TSHIX pays higher dividends than CLBCX: TSHIX (3.56) vs CLBCX (1.13). CLBCX was incepted earlier than TSHIX: CLBCX (23 years) vs TSHIX (11 years). CLBCX (1.35) is less costly to investors than TSHIX (0.73). CLBCX (44.00) and TSHIX (42.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than TSHIX: CLBCX (250) vs TSHIX (1000000). TSHIX annual gain was more profitable for investors over the last year : 13.78 vs. CLBCX (7.04). TSHIX return over 5 years is better than : 62.83 vs. CLBCX (37.95).
| CLBCX | TSHIX | CLBCX / TSHIX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.73 | 185% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 7.660 | 7.168 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 781M | 32,266% |
| Annual Yield % from dividends | 1.13 | 3.56 | 32% |
| Returns for 1 year | 7.04 | 13.78 | 51% |
| Returns for 3 years | 33.08 | 37.96 | 87% |
| Returns for 5 years | 37.95 | 62.83 | 60% |
| Returns for 10 years | 64.69 | 101.82 | 64% |