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CLBFX vs IBALX
CLBFX vs IBALX Comparison
Open Charts CLBFX vs IBALX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Transamerica Multi-Managed Balanced A
Price$36.53
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets1.47B
CLBFX vs IBALX Comparison Chart in %
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CLBFX vs. IBALX commentary
Sep 08, 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: 259B vs. IBALX (1.47B). CLBFX pays higher dividends than IBALX: CLBFX (1.94) vs IBALX (1.47). 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 : 10.11 vs. IBALX (4.84). CLBFX return over 5 years is better than : 42.70 vs. IBALX (22.45).
| 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 | 11.495 | 8.712 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 1.47B | 17,655% |
| Annual Yield % from dividends | 1.94 | 1.47 | 132% |
| Returns for 1 year | 10.11 | 4.84 | 209% |
| Returns for 3 years | 41.65 | 29.59 | 141% |
| Returns for 5 years | 42.70 | 22.45 | 190% |
| Returns for 10 years | 92.18 | 61.28 | 150% |
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