Interact to see
Advertisement
Advertisement
CLBFX vs TSHIX
CLBFX vs TSHIX Comparison
Open Charts CLBFX vs TSHIX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Transamerica Multi-Asset Income I
Price$16.30
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets869.56M
CLBFX vs TSHIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. TSHIX commentary
Jan 15, 2026
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 TSHIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. TSHIX (870M). TSHIX pays higher dividends than CLBFX: TSHIX (3.37) vs CLBFX (2.08). CLBFX was incepted earlier than TSHIX: CLBFX (23 years) vs TSHIX (12 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 : 16.94 vs. CLBFX (14.42). TSHIX return over 5 years is better than : 49.03 vs. CLBFX (39.53).
| 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 | 12 years | - |
| Gain YTD | 2.357 | 0.929 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 870M | 31,034% |
| Annual Yield % from dividends | 2.08 | 3.37 | 62% |
| Returns for 1 year | 14.42 | 16.94 | 85% |
| Returns for 3 years | 38.39 | 41.98 | 91% |
| Returns for 5 years | 39.53 | 49.03 | 81% |
| Returns for 10 years | 105.76 | 137.06 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement