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CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Transamerica Balanced II I3
Price$10.13
Change-$2.73 (-21.23%)
VolumeN/A
Net Assets71.43M
CLBFX vs TBLTX Comparison Chart in %
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CLBFX vs. TBLTX commentary
Feb 04, 2026
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 Hold and TBLTX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. TBLTX (71.4M). CLBFX pays higher dividends than TBLTX: CLBFX (2.03) vs TBLTX (1.82). 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 : 11.50 vs. TBLTX (-12.69). CLBFX return over 5 years is better than : 38.44 vs. TBLTX (-12.35).
| 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 | 2.464 | 0.596 | 414% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 71.4M | 378,151% |
| Annual Yield % from dividends | 2.03 | 1.82 | 112% |
| Returns for 1 year | 11.50 | -12.69 | -91% |
| Returns for 3 years | 37.33 | -1.62 | -2,309% |
| Returns for 5 years | 38.44 | -12.35 | -311% |
| Returns for 10 years | 104.71 | N/A | - |
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