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CLBFX vs TSHIX
CLBFX vs TSHIX Comparison
Open Charts CLBFX vs TSHIX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.44B
Transamerica Multi-Asset Income I
Price$15.48
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets797.73M
CLBFX vs TSHIX Comparison Chart in %
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CLBFX vs. TSHIX commentary
Aug 17, 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 TSHIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. TSHIX (798M). TSHIX pays higher dividends than CLBFX: TSHIX (3.57) vs CLBFX (1.97). CLBFX was incepted earlier than TSHIX: CLBFX (23 years) vs TSHIX (11 years). TSHIX (0.73) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and TSHIX (42.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than TSHIX: CLBFX (250) vs TSHIX (1000000). TSHIX annual gain was more profitable for investors over the last year : 14.99 vs. CLBFX (9.37). TSHIX return over 5 years is better than : 56.80 vs. CLBFX (41.32).
| CLBFX | TSHIX | CLBFX / TSHIX | |
| Total Expense Ratio | 0.67 | 0.72 | 93% |
| Annual Report Gross Expense Ratio | 0.67 | 0.73 | 92% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 10.112 | 9.371 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 798M | 32,080% |
| Annual Yield % from dividends | 1.97 | 3.57 | 55% |
| Returns for 1 year | 9.37 | 14.99 | 62% |
| Returns for 3 years | 31.59 | 30.11 | 105% |
| Returns for 5 years | 41.32 | 56.80 | 73% |
| Returns for 10 years | 82.47 | 104.95 | 79% |
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