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CLBFX vs TBLRX
CLBFX vs TBLRX Comparison
Open Charts CLBFX vs TBLRX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Transamerica Balanced II R
Price$12.56
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets70.65M
CLBFX vs TBLRX Comparison Chart in %
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CLBFX vs. TBLRX commentary
Aug 18, 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: 256B vs. TBLRX (70.6M). CLBFX pays higher dividends than TBLRX: CLBFX (1.97) vs TBLRX (1.39). 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 : 8.11 vs. TBLRX (-2.17). CLBFX return over 5 years is better than : 40.98 vs. TBLRX (10.92).
| 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 | 9.847 | 7.798 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 70.6M | 362,606% |
| Annual Yield % from dividends | 1.97 | 1.39 | 142% |
| Returns for 1 year | 8.11 | -2.17 | -373% |
| Returns for 3 years | 31.15 | 10.31 | 302% |
| Returns for 5 years | 40.98 | 10.92 | 375% |
| Returns for 10 years | 82.32 | 38.72 | 213% |
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