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CLBFX vs TCSHX
CLBFX vs TCSHX Comparison
Open Charts CLBFX vs TCSHX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Transamerica Multi-Asset Income C
Price$15.40
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets795.96M
CLBFX vs TCSHX Comparison Chart in %
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CLBFX vs. TCSHX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. TCSHX (796M). TCSHX pays higher dividends than CLBFX: TCSHX (2.66) vs CLBFX (1.97). CLBFX was incepted earlier than TCSHX: CLBFX (23 years) vs TCSHX (11 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 : 12.87 vs. CLBFX (8.11). TCSHX return over 5 years is better than : 49.68 vs. CLBFX (40.98).
| 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 | 11 years | - |
| Gain YTD | 9.847 | 8.376 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 796M | 32,161% |
| Annual Yield % from dividends | 1.97 | 2.66 | 74% |
| Returns for 1 year | 8.11 | 12.87 | 63% |
| Returns for 3 years | 31.15 | 26.03 | 120% |
| Returns for 5 years | 40.98 | 49.68 | 82% |
| Returns for 10 years | 82.32 | 89.18 | 92% |
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