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CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Transamerica Balanced II I3
Price$10.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets71.44M
CLBFX vs TBLTX Comparison Chart in %
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CLBFX vs. TBLTX commentary
Dec 29, 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 StrongBuy and TBLTX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. TBLTX (71.4M). TBLTX (1.85) and CLBFX (1.83) 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 : 9.21 vs. TBLTX (-13.27). CLBFX return over 5 years is better than : 37.57 vs. TBLTX (-10.12).
| 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 | 10.840 | -12.013 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 71.4M | 376,751% |
| Annual Yield % from dividends | 1.83 | 1.85 | 99% |
| Returns for 1 year | 9.21 | -13.27 | -69% |
| Returns for 3 years | 38.59 | 4.44 | 870% |
| Returns for 5 years | 37.57 | -10.12 | -371% |
| Returns for 10 years | 88.41 | N/A | - |
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