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CLBFX vs TSHIX
CLBFX vs TSHIX Comparison
Open Charts CLBFX vs TSHIX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Transamerica Multi-Asset Income I
Price$15.85
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets821.74M
CLBFX vs TSHIX Comparison Chart in %
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CLBFX vs. TSHIX commentary
Sep 27, 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 Hold and TSHIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. TSHIX (822M). TSHIX pays higher dividends than CLBFX: TSHIX (3.54) vs CLBFX (1.94). 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 : 13.99 vs. CLBFX (7.62). TSHIX return over 5 years is better than : 63.56 vs. CLBFX (46.68).
| 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 | 12.614 | 12.327 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 822M | 31,873% |
| Annual Yield % from dividends | 1.94 | 3.54 | 55% |
| Returns for 1 year | 7.62 | 13.99 | 54% |
| Returns for 3 years | 51.90 | 49.44 | 105% |
| Returns for 5 years | 46.68 | 63.56 | 73% |
| Returns for 10 years | 98.38 | 122.94 | 80% |
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