Interact to see
Advertisement
Advertisement
CLBFX vs TSHIX
CLBFX vs TSHIX Comparison
Open Charts CLBFX vs TSHIX
American Funds American Balanced 529F
Price$37.50
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Transamerica Multi-Asset Income I
Price$16.25
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets864.3M
CLBFX vs TSHIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. TSHIX commentary
Dec 25, 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 StrongBuy and TSHIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. TSHIX (864M). TSHIX pays higher dividends than CLBFX: TSHIX (3.35) vs CLBFX (1.83). 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 : 14.49 vs. CLBFX (9.28). TSHIX return over 5 years is better than : 51.19 vs. CLBFX (37.42).
| 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 | 10.722 | 15.438 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 864M | 31,134% |
| Annual Yield % from dividends | 1.83 | 3.35 | 55% |
| Returns for 1 year | 9.28 | 14.49 | 64% |
| Returns for 3 years | 38.20 | 45.40 | 84% |
| Returns for 5 years | 37.42 | 51.19 | 73% |
| Returns for 10 years | 88.92 | 124.53 | 71% |