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CLBFX vs IBALX
CLBFX vs IBALX Comparison
Open Charts CLBFX vs IBALX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Transamerica Multi-Managed Balanced A
Price$35.57
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets1.43B
CLBFX vs IBALX Comparison Chart in %
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CLBFX vs. IBALX 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 CLBFX is a Buy and IBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. IBALX (1.43B). CLBFX pays higher dividends than IBALX: CLBFX (1.99) vs IBALX (1.51). 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 : 8.02 vs. IBALX (3.61). CLBFX return over 5 years is better than : 44.49 vs. IBALX (27.00).
| 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 | 8.169 | 5.855 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.43B | 17,585% |
| Annual Yield % from dividends | 1.99 | 1.51 | 132% |
| Returns for 1 year | 8.02 | 3.61 | 222% |
| Returns for 3 years | 36.80 | 27.19 | 135% |
| Returns for 5 years | 44.49 | 27.00 | 165% |
| Returns for 10 years | 81.14 | 52.37 | 155% |
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