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CLBCX vs PWTAX
CLBCX vs PWTAX Comparison
Open Charts CLBCX vs PWTAX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
UBS US Allocation A
Price$53.80
Change+$0.08 (+0.15%)
VolumeN/A
Net Assets221.28M
CLBCX vs PWTAX Comparison Chart in %
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CLBCX vs. PWTAX commentary
Nov 20, 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: 263B vs. PWTAX (221M). PWTAX pays higher dividends than CLBCX: PWTAX (1.44) vs CLBCX (1.04). CLBCX was incepted earlier than PWTAX: CLBCX (24 years) vs PWTAX (33 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 : 8.18 vs. PWTAX (1.89). CLBCX return over 5 years is better than : 35.38 vs. PWTAX (2.47).
| 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 | 33 years | - |
| Gain YTD | 13.269 | 9.655 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 221M | 119,005% |
| Annual Yield % from dividends | 1.04 | 1.44 | 72% |
| Returns for 1 year | 8.18 | 1.89 | 434% |
| Returns for 3 years | 38.51 | 24.13 | 160% |
| Returns for 5 years | 35.38 | 2.47 | 1,434% |
| Returns for 10 years | 70.03 | 38.97 | 180% |