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CLBFX vs IBALX
CLBFX vs IBALX Comparison
Open Charts CLBFX vs IBALX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
Transamerica Multi-Managed Balanced A
Price$34.47
Change-$0.30 (-0.86%)
VolumeN/A
Net Assets1.4B
CLBFX vs IBALX Comparison Chart
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CLBFX vs. IBALX commentary
Jun 15, 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 CLBFX is a Buy and IBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 247B vs. IBALX (1.4B). CLBFX pays higher dividends than IBALX: CLBFX (2.07) vs IBALX (1.60). 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). CLBFX is a more actively managed with annual turnover of: 44.00 vs. IBALX (41.00). 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 : 5.44 vs. IBALX (0.93). CLBFX return over 5 years is better than : 41.30 vs. IBALX (25.05).
| 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 | 4.519 | 2.174 | 208% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 1.4B | 17,593% |
| Annual Yield % from dividends | 2.07 | 1.60 | 129% |
| Returns for 1 year | 5.44 | 0.93 | 583% |
| Returns for 3 years | 34.29 | 25.55 | 134% |
| Returns for 5 years | 41.30 | 25.05 | 165% |
| Returns for 10 years | 73.68 | 45.55 | 162% |
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