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CLBCX vs PWTAX
CLBCX vs PWTAX Comparison
Open Charts CLBCX vs PWTAX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
UBS US Allocation A
Price$49.62
Change-$0.62 (-1.23%)
VolumeN/A
Net Assets221.06M
CLBCX vs PWTAX Comparison Chart
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CLBCX vs. PWTAX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 245B vs. PWTAX (221M). 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 : 8.39 vs. PWTAX (6.24). CLBCX return over 5 years is better than : 26.92 vs. PWTAX (5.20).
| 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 | 2.768 | 2.552 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 221M | 110,860% |
| Annual Yield % from dividends | 1.52 | 1.32 | 115% |
| Returns for 1 year | 8.39 | 6.24 | 135% |
| Returns for 3 years | 16.44 | 5.19 | 317% |
| Returns for 5 years | 26.92 | 5.20 | 518% |
| Returns for 10 years | 53.37 | 30.16 | 177% |
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