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CLBCX vs PWTAX
CLBCX vs PWTAX Comparison
Open Charts CLBCX vs PWTAX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
UBS US Allocation A
Price$49.62
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets223.19M
CLBCX vs PWTAX Comparison Chart
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CLBCX vs. PWTAX commentary
Jan 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 CLBCX is a Buy and PWTAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. PWTAX (223M). CLBCX pays higher dividends than PWTAX: CLBCX (1.52) vs PWTAX (1.32). CLBCX was incepted earlier than PWTAX: CLBCX (23 years) vs PWTAX (32 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (65.00). 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 : 11.42 vs. PWTAX (9.15). CLBCX return over 5 years is better than : 26.62 vs. PWTAX (4.57).
| CLBCX | PWTAX | CLBCX / PWTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 1.894 | 1.286 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 223M | 107,623% |
| Annual Yield % from dividends | 1.52 | 1.32 | 115% |
| Returns for 1 year | 11.42 | 9.15 | 125% |
| Returns for 3 years | 11.24 | -0.27 | -4,161% |
| Returns for 5 years | 26.62 | 4.57 | 583% |
| Returns for 10 years | 56.78 | 34.28 | 166% |
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