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CLBFX vs TBLRX
CLBFX vs TBLRX Comparison
Open Charts CLBFX vs TBLRX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Transamerica Balanced II R
Price$10.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets71.44M
CLBFX vs TBLRX Comparison Chart in %
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CLBFX vs. TBLRX commentary
Dec 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 StrongBuy and TBLRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. TBLRX (71.4M). CLBFX pays higher dividends than TBLRX: CLBFX (1.83) vs TBLRX (1.29). CLBFX was incepted earlier than TBLRX: CLBFX (23 years) vs TBLRX (32 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 : 9.21 vs. TBLRX (-13.57). CLBFX return over 5 years is better than : 37.57 vs. TBLRX (-11.77).
| 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 | 32 years | - |
| Gain YTD | 10.840 | -12.323 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 71.4M | 376,751% |
| Annual Yield % from dividends | 1.83 | 1.29 | 141% |
| Returns for 1 year | 9.21 | -13.57 | -68% |
| Returns for 3 years | 38.59 | 3.10 | 1,246% |
| Returns for 5 years | 37.57 | -11.77 | -319% |
| Returns for 10 years | 88.41 | 14.24 | 621% |
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