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CLBFX vs TBLTX
CLBFX vs TBLTX Comparison
Open Charts CLBFX vs TBLTX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Transamerica Balanced II I3
Price$13.05
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets71.54M
CLBFX vs TBLTX Comparison Chart in %
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CLBFX vs. TBLTX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. TBLTX (71.5M). 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 : 9.42 vs. TBLTX (-2.75). CLBFX return over 5 years is better than : 42.06 vs. TBLTX (11.67).
| 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 | 16.745 | 12.692 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 71.5M | 376,224% |
| Annual Yield % from dividends | 1.83 | 1.85 | 99% |
| Returns for 1 year | 9.42 | -2.75 | -343% |
| Returns for 3 years | 41.56 | 22.11 | 188% |
| Returns for 5 years | 42.06 | 11.67 | 360% |
| Returns for 10 years | 90.52 | N/A | - |
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