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CLBFX vs TSHIX
CLBFX vs TSHIX Comparison
Open Charts CLBFX vs TSHIX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Transamerica Multi-Asset Income I
Price$15.85
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets824.37M
CLBFX vs TSHIX Comparison Chart in %
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CLBFX vs. TSHIX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. TSHIX (824M). TSHIX pays higher dividends than CLBFX: TSHIX (3.46) vs CLBFX (1.89). 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 : 12.28 vs. CLBFX (8.84). TSHIX return over 5 years is better than : 57.24 vs. CLBFX (45.11).
| 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 | 14.767 | 12.327 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 824M | 32,282% |
| Annual Yield % from dividends | 1.89 | 3.46 | 55% |
| Returns for 1 year | 8.84 | 12.28 | 72% |
| Returns for 3 years | 52.03 | 46.35 | 112% |
| Returns for 5 years | 45.11 | 57.24 | 79% |
| Returns for 10 years | 91.64 | 115.27 | 79% |
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