Interact to see
Advertisement
Advertisement
CLBCX vs PWTAX
CLBCX vs PWTAX Comparison
Open Charts CLBCX vs PWTAX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
UBS US Allocation A
Price$52.86
Change+$0.06 (+0.11%)
VolumeN/A
Net Assets221.92M
CLBCX vs PWTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. PWTAX commentary
Sep 08, 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: 259B vs. PWTAX (222M). PWTAX pays higher dividends than CLBCX: PWTAX (1.51) vs CLBCX (1.11). 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 : 9.15 vs. PWTAX (5.18). CLBCX return over 5 years is better than : 36.30 vs. PWTAX (6.67).
| 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 | 10.785 | 7.900 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 222M | 116,667% |
| Annual Yield % from dividends | 1.11 | 1.51 | 74% |
| Returns for 1 year | 9.15 | 5.18 | 176% |
| Returns for 3 years | 37.75 | 22.47 | 168% |
| Returns for 5 years | 36.30 | 6.67 | 544% |
| Returns for 10 years | 74.80 | 41.74 | 179% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement