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CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Transamerica Balanced II I3
Price$12.30
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets69.84M
CLBFX vs TBLTX Comparison Chart in %
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CLBFX vs. TBLTX commentary
Jul 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: 252B vs. TBLTX (69.8M). TBLTX (2.01) and CLBFX (1.99) 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 : 8.02 vs. TBLTX (-2.22). CLBFX return over 5 years is better than : 44.49 vs. TBLTX (16.71).
| 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 | 8.169 | 6.143 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 69.8M | 361,032% |
| Annual Yield % from dividends | 1.99 | 2.01 | 99% |
| Returns for 1 year | 8.02 | -2.22 | -361% |
| Returns for 3 years | 36.80 | 18.63 | 198% |
| Returns for 5 years | 44.49 | 16.71 | 266% |
| Returns for 10 years | 81.14 | N/A | - |
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