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CLBFX vs TASHX
CLBFX vs TASHX Comparison
Open Charts CLBFX vs TASHX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Transamerica Multi-Asset Income A
Price$16.34
Change+$0.43 (+2.70%)
VolumeN/A
Net Assets872.9M
CLBFX vs TASHX Comparison Chart in %
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CLBFX vs. TASHX commentary
Feb 04, 2026
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 Hold and TASHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. TASHX (873M). TASHX pays higher dividends than CLBFX: TASHX (3.11) vs CLBFX (2.03). CLBFX was incepted earlier than TASHX: CLBFX (23 years) vs TASHX (12 years). TASHX (0.99) is less costly to investors than CLBFX (0.67). TASHX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than TASHX: CLBFX (250) vs TASHX (1000). TASHX annual gain was more profitable for investors over the last year : 14.55 vs. CLBFX (11.50). TASHX return over 5 years is better than : 45.68 vs. CLBFX (38.44).
| CLBFX | TASHX | CLBFX / TASHX | |
| Total Expense Ratio | 0.67 | 0.99 | 68% |
| Annual Report Gross Expense Ratio | 0.67 | 0.99 | 68% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 2.464 | 1.416 | 174% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 873M | 30,928% |
| Annual Yield % from dividends | 2.03 | 3.11 | 65% |
| Returns for 1 year | 11.50 | 14.55 | 79% |
| Returns for 3 years | 37.33 | 39.34 | 95% |
| Returns for 5 years | 38.44 | 45.68 | 84% |
| Returns for 10 years | 104.71 | 132.44 | 79% |
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