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CLBFX vs TBLRX
CLBFX vs TBLRX Comparison
Open Charts CLBFX vs TBLRX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Transamerica Balanced II R
Price$12.86
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets71.1M
CLBFX vs TBLRX Comparison Chart in %
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CLBFX vs. TBLRX commentary
Oct 19, 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: 266B vs. TBLRX (71.1M). CLBFX pays higher dividends than TBLRX: CLBFX (1.89) vs TBLRX (1.32). 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 : 8.84 vs. TBLRX (-2.69). CLBFX return over 5 years is better than : 45.11 vs. TBLRX (11.86).
| 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 | 14.767 | 10.759 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 71.1M | 374,121% |
| Annual Yield % from dividends | 1.89 | 1.32 | 144% |
| Returns for 1 year | 8.84 | -2.69 | -328% |
| Returns for 3 years | 52.03 | 27.93 | 186% |
| Returns for 5 years | 45.11 | 11.86 | 380% |
| Returns for 10 years | 91.64 | 45.14 | 203% |
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