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CLBFX vs TCSHX
CLBFX vs TCSHX Comparison
Open Charts CLBFX vs TCSHX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Transamerica Multi-Asset Income C
Price$15.77
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets824.37M
CLBFX vs TCSHX Comparison Chart in %
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CLBFX vs. TCSHX commentary
Oct 19, 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 TCSHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. TCSHX (824M). TCSHX pays higher dividends than CLBFX: TCSHX (2.57) vs CLBFX (1.89). CLBFX was incepted earlier than TCSHX: CLBFX (23 years) vs TCSHX (12 years). TCSHX (1.71) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and TCSHX (42.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than TCSHX: CLBFX (250) vs TCSHX (1000). TCSHX annual gain was more profitable for investors over the last year : 11.18 vs. CLBFX (8.84). TCSHX return over 5 years is better than : 50.39 vs. CLBFX (45.11).
| CLBFX | TCSHX | CLBFX / TCSHX | |
| Total Expense Ratio | 0.67 | 1.71 | 39% |
| Annual Report Gross Expense Ratio | 0.67 | 1.71 | 39% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 14.767 | 11.428 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 824M | 32,160% |
| Annual Yield % from dividends | 1.89 | 2.57 | 74% |
| Returns for 1 year | 8.84 | 11.18 | 79% |
| Returns for 3 years | 52.03 | 42.23 | 123% |
| Returns for 5 years | 45.11 | 50.39 | 90% |
| Returns for 10 years | 91.64 | 98.73 | 93% |