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CLBFX vs IBALX
CLBFX vs IBALX Comparison
Open Charts CLBFX vs IBALX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Transamerica Multi-Managed Balanced A
Price$37.09
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets1.5B
CLBFX vs IBALX Comparison Chart in %
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CLBFX vs. IBALX commentary
Oct 19, 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: 265B vs. IBALX (1.5B). CLBFX pays higher dividends than IBALX: CLBFX (1.89) vs IBALX (1.39). 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 : 8.84 vs. IBALX (3.57). CLBFX return over 5 years is better than : 45.11 vs. IBALX (23.88).
| 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 | 14.767 | 10.790 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 1.5B | 17,714% |
| Annual Yield % from dividends | 1.89 | 1.39 | 137% |
| Returns for 1 year | 8.84 | 3.57 | 248% |
| Returns for 3 years | 52.03 | 38.85 | 134% |
| Returns for 5 years | 45.11 | 23.88 | 189% |
| Returns for 10 years | 91.64 | 61.81 | 148% |
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