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CLBFX vs TBLRX
CLBFX vs TBLRX Comparison
Open Charts CLBFX vs TBLRX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Transamerica Balanced II R
Price$12.91
Change-$0.15 (-1.15%)
VolumeN/A
Net Assets71.59M
CLBFX vs TBLRX Comparison Chart in %
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CLBFX vs. TBLRX commentary
Nov 14, 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: 269B vs. TBLRX (71.6M). CLBFX pays higher dividends than TBLRX: CLBFX (1.86) vs TBLRX (1.30). 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 : 10.11 vs. TBLRX (-2.13). CLBFX return over 5 years is better than : 44.32 vs. TBLRX (11.48).
| 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 | 16.391 | 12.482 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 71.6M | 375,698% |
| Annual Yield % from dividends | 1.86 | 1.30 | 143% |
| Returns for 1 year | 10.11 | -2.13 | -475% |
| Returns for 3 years | 44.93 | 23.78 | 189% |
| Returns for 5 years | 44.32 | 11.48 | 386% |
| Returns for 10 years | 94.43 | 47.93 | 197% |
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