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CLBFX vs IBALX
CLBFX vs IBALX Comparison
Open Charts CLBFX vs IBALX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Transamerica Multi-Managed Balanced A
Price$36.14
Change-$1.03 (-2.77%)
VolumeN/A
Net Assets1.51B
CLBFX vs IBALX Comparison Chart in %
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CLBFX vs. IBALX commentary
Feb 04, 2026
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 CLBFX is a Hold and IBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. IBALX (1.51B). CLBFX pays higher dividends than IBALX: CLBFX (2.03) vs IBALX (1.43). CLBFX was incepted earlier than IBALX: CLBFX (23 years) vs IBALX (31 years). IBALX (0.97) is less costly to investors than CLBFX (0.67). IBALX is a more actively managed with annual turnover of: 50.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than IBALX: CLBFX (250) vs IBALX (1000). CLBFX annual gain was more profitable for investors over the last year : 11.50 vs. IBALX (7.24). CLBFX return over 5 years is better than : 38.44 vs. IBALX (17.64).
| CLBFX | IBALX | CLBFX / IBALX | |
| Total Expense Ratio | 0.67 | 0.97 | 69% |
| Annual Report Gross Expense Ratio | 0.67 | 0.97 | 69% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 2.464 | 0.584 | 422% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.51B | 17,857% |
| Annual Yield % from dividends | 2.03 | 1.43 | 142% |
| Returns for 1 year | 11.50 | 7.24 | 159% |
| Returns for 3 years | 37.33 | 26.77 | 139% |
| Returns for 5 years | 38.44 | 17.64 | 218% |
| Returns for 10 years | 104.71 | 70.14 | 149% |
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