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CLBFX vs TASHX
CLBFX vs TASHX Comparison
Open Charts CLBFX vs TASHX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Transamerica Multi-Asset Income A
Price$15.84
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets821.74M
CLBFX vs TASHX Comparison Chart in %
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CLBFX vs. TASHX commentary
Sep 28, 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 Hold and TASHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. TASHX (822M). TASHX pays higher dividends than CLBFX: TASHX (3.30) vs CLBFX (1.94). 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). CLBFX (44.00) and TASHX (42.00) have comparable annual turnover. 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 : 13.71 vs. CLBFX (7.93). TASHX return over 5 years is better than : 61.58 vs. CLBFX (47.10).
| 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 | 12.937 | 12.123 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 822M | 31,995% |
| Annual Yield % from dividends | 1.94 | 3.30 | 59% |
| Returns for 1 year | 7.93 | 13.71 | 58% |
| Returns for 3 years | 52.34 | 48.32 | 108% |
| Returns for 5 years | 47.10 | 61.58 | 76% |
| Returns for 10 years | 98.95 | 118.23 | 84% |
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