Interact to see
Advertisement
Advertisement
CLBCX vs PWTAX
CLBCX vs PWTAX Comparison
Open Charts CLBCX vs PWTAX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
UBS US Allocation A
Price$52.23
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets220.05M
CLBCX vs PWTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. PWTAX commentary
Aug 17, 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 CLBCX is a Buy and PWTAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. PWTAX (220M). PWTAX pays higher dividends than CLBCX: PWTAX (1.54) vs CLBCX (1.12). CLBCX was incepted earlier than PWTAX: CLBCX (24 years) vs PWTAX (32 years). CLBCX (1.35) is less costly to investors than PWTAX (1.04). PWTAX is a more actively managed with annual turnover of: 58.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than PWTAX: CLBCX (250) vs PWTAX (1000). CLBCX annual gain was more profitable for investors over the last year : 7.14 vs. PWTAX (4.18). CLBCX return over 5 years is better than : 34.64 vs. PWTAX (6.40).
| CLBCX | PWTAX | CLBCX / PWTAX | |
| Total Expense Ratio | 1.35 | 1.04 | 130% |
| Annual Report Gross Expense Ratio | 1.35 | 1.04 | 130% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 9.208 | 6.614 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 220M | 116,364% |
| Annual Yield % from dividends | 1.12 | 1.54 | 73% |
| Returns for 1 year | 7.14 | 4.18 | 171% |
| Returns for 3 years | 27.58 | 12.25 | 225% |
| Returns for 5 years | 34.64 | 6.40 | 541% |
| Returns for 10 years | 65.77 | 35.22 | 187% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PREAX | 6.65 | 0.03 | +0.45% |
| PACE Global Real Estate Securities A | |||
| FSUVX | 23.17 | 0.04 | +0.17% |
| Fidelity SAI US LowVolatility Idx | |||
| LCLIX | 41.23 | -0.03 | -0.07% |
| ClearBridge Large Cap Value 1 | |||
| SDYAX | 18.61 | -0.04 | -0.21% |
| SEI Dynamic Asset Allocation F (SIMT) | |||
| GCPAX | 20.87 | -0.05 | -0.24% |
| Gateway Equity Call Premium A | |||