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CLBFX vs TSHIX
CLBFX vs TSHIX Comparison
Open Charts CLBFX vs TSHIX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Transamerica Multi-Asset Income I
Price$15.62
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets808.55M
CLBFX vs TSHIX Comparison Chart in %
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CLBFX vs. TSHIX commentary
Sep 06, 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: 258B vs. TSHIX (809M). 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 : 14.26 vs. CLBFX (10.11). TSHIX return over 5 years is better than : 56.65 vs. CLBFX (42.70).
| 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 | 11.495 | 10.388 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 809M | 31,891% |
| Annual Yield % from dividends | 1.94 | 3.54 | 55% |
| Returns for 1 year | 10.11 | 14.26 | 71% |
| Returns for 3 years | 41.65 | 39.23 | 106% |
| Returns for 5 years | 42.70 | 56.65 | 75% |
| Returns for 10 years | 92.18 | 112.93 | 82% |
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