Interact to see
Advertisement
Advertisement
CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Transamerica Balanced II I3
Price$12.65
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets70.99M
CLBFX vs TBLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. TBLTX commentary
Sep 06, 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 TBLTX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 258B vs. TBLTX (71M). TBLTX (1.96) and CLBFX (1.94) have matching dividends . CLBFX was incepted earlier than TBLTX: CLBFX (23 years) vs TBLTX (8 years). CLBFX (0.67) is less costly to investors than TBLTX (0.62). CLBFX is a more actively managed with annual turnover of: 44.00 vs. TBLTX (38.00). TBLTX has a lower initial minimum investment than CLBFX: TBLTX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 10.11 vs. TBLTX (-0.98). CLBFX return over 5 years is better than : 42.70 vs. TBLTX (12.73).
| CLBFX | TBLTX | CLBFX / TBLTX | |
| Total Expense Ratio | 0.67 | 0.62 | 108% |
| Annual Report Gross Expense Ratio | 0.67 | 0.62 | 108% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 11.495 | 9.164 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 71M | 363,380% |
| Annual Yield % from dividends | 1.94 | 1.96 | 99% |
| Returns for 1 year | 10.11 | -0.98 | -1,030% |
| Returns for 3 years | 41.65 | 21.01 | 198% |
| Returns for 5 years | 42.70 | 12.73 | 335% |
| Returns for 10 years | 92.18 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement