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CLBFX vs TBLRX
CLBFX vs TBLRX Comparison
Open Charts CLBFX vs TBLRX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Transamerica Balanced II R
Price$12.71
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets71.16M
CLBFX vs TBLRX Comparison Chart in %
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CLBFX vs. TBLRX commentary
Sep 09, 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 TBLRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. TBLRX (71.2M). CLBFX pays higher dividends than TBLRX: CLBFX (1.94) vs TBLRX (1.37). CLBFX was incepted earlier than TBLRX: CLBFX (23 years) vs TBLRX (31 years). TBLRX (1.11) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. TBLRX (38.00). TBLRX has a lower initial minimum investment than CLBFX: TBLRX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 11.92 vs. TBLRX (-1.47). CLBFX return over 5 years is better than : 43.66 vs. TBLRX (10.68).
| CLBFX | TBLRX | CLBFX / TBLRX | |
| Total Expense Ratio | 0.67 | 1.10 | 61% |
| Annual Report Gross Expense Ratio | 0.67 | 1.11 | 60% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 11.937 | 8.742 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 71.2M | 363,764% |
| Annual Yield % from dividends | 1.94 | 1.37 | 142% |
| Returns for 1 year | 11.92 | -1.47 | -812% |
| Returns for 3 years | 38.90 | 19.44 | 200% |
| Returns for 5 years | 43.66 | 10.68 | 409% |
| Returns for 10 years | 93.51 | 45.11 | 207% |
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