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CLBCX vs PWTAX
CLBCX vs PWTAX Comparison
Open Charts CLBCX vs PWTAX
American Funds American Balanced 529C
Price$38.94
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets265.37B
UBS US Allocation A
Price$54.36
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets225.59M
CLBCX vs PWTAX Comparison Chart in %
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CLBCX vs. PWTAX commentary
Oct 18, 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 Hold and PWTAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 265B vs. PWTAX (226M). PWTAX pays higher dividends than CLBCX: PWTAX (1.46) vs CLBCX (1.06). 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 : 7.94 vs. PWTAX (3.60). CLBCX return over 5 years is better than : 38.45 vs. PWTAX (6.73).
| 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 | 13.824 | 10.880 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 226M | 117,257% |
| Annual Yield % from dividends | 1.06 | 1.46 | 72% |
| Returns for 1 year | 7.94 | 3.60 | 220% |
| Returns for 3 years | 48.83 | 32.38 | 151% |
| Returns for 5 years | 38.45 | 6.73 | 571% |
| Returns for 10 years | 74.06 | 44.08 | 168% |
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