Interact to see
Advertisement
Advertisement
CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
Transamerica Balanced II I3
Price$12.72
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets71.29M
CLBFX vs TBLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. TBLTX commentary
Sep 26, 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 Hold and TBLTX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. TBLTX (71.3M). 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 : 8.40 vs. TBLTX (-1.88). CLBFX return over 5 years is better than : 47.33 vs. TBLTX (17.29).
| 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 | 13.114 | 10.699 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 71.3M | 368,864% |
| Annual Yield % from dividends | 1.94 | 1.96 | 99% |
| Returns for 1 year | 8.40 | -1.88 | -446% |
| Returns for 3 years | 52.07 | 29.40 | 177% |
| Returns for 5 years | 47.33 | 17.29 | 274% |
| Returns for 10 years | 99.87 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement