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CLBFX vs IBALX
CLBFX vs IBALX Comparison
Open Charts CLBFX vs IBALX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Transamerica Multi-Managed Balanced A
Price$37.69
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets1.52B
CLBFX vs IBALX Comparison Chart in %
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CLBFX vs. IBALX commentary
Dec 04, 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 StrongBuy and IBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. IBALX (1.52B). CLBFX pays higher dividends than IBALX: CLBFX (1.83) vs IBALX (1.36). 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 : 9.42 vs. IBALX (2.90). CLBFX return over 5 years is better than : 42.06 vs. IBALX (21.30).
| 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 | 16.745 | 12.164 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.52B | 17,721% |
| Annual Yield % from dividends | 1.83 | 1.36 | 134% |
| Returns for 1 year | 9.42 | 2.90 | 325% |
| Returns for 3 years | 41.56 | 30.69 | 135% |
| Returns for 5 years | 42.06 | 21.30 | 197% |
| Returns for 10 years | 90.52 | 60.93 | 149% |