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CLBFX vs IBALX
CLBFX vs IBALX Comparison
Open Charts CLBFX vs IBALX
American Funds American Balanced 529F
Price$39.42
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Transamerica Multi-Managed Balanced A
Price$37.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.52B
CLBFX vs IBALX Comparison Chart in %
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CLBFX vs. IBALX commentary
Nov 14, 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: 268B vs. IBALX (1.52B). CLBFX pays higher dividends than IBALX: CLBFX (1.86) vs IBALX (1.37). 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 (4.04). CLBFX return over 5 years is better than : 44.32 vs. IBALX (23.40).
| 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 | 16.391 | 12.462 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 1.52B | 17,643% |
| Annual Yield % from dividends | 1.86 | 1.37 | 136% |
| Returns for 1 year | 10.11 | 4.04 | 250% |
| Returns for 3 years | 44.93 | 34.22 | 131% |
| Returns for 5 years | 44.32 | 23.40 | 189% |
| Returns for 10 years | 94.43 | 64.86 | 146% |
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