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CLBCX vs PWTYX
CLBCX vs PWTYX Comparison
Open Charts CLBCX vs PWTYX
American Funds American Balanced 529C
Price$35.36
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
UBS US Allocation P
Price$51.83
Change+$0.30 (+0.58%)
VolumeN/A
Net Assets224.05M
CLBCX vs PWTYX Comparison Chart
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CLBCX vs. PWTYX commentary
Jan 31, 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 PWTYX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. PWTYX (224M). CLBCX (1.52) and PWTYX (1.52) have matching dividends . CLBCX was incepted earlier than PWTYX: CLBCX (23 years) vs PWTYX (32 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (65.00). CLBCX has a lower initial minimum investment than PWTYX: CLBCX (250) vs PWTYX (2000000). CLBCX annual gain was more profitable for investors over the last year : 11.23 vs. PWTYX (9.03). CLBCX return over 5 years is better than : 30.56 vs. PWTYX (9.80).
| CLBCX | PWTYX | CLBCX / PWTYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 3.030 | 1.979 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 224M | 107,589% |
| Annual Yield % from dividends | 1.52 | 1.52 | 100% |
| Returns for 1 year | 11.23 | 9.03 | 124% |
| Returns for 3 years | 13.59 | 2.99 | 455% |
| Returns for 5 years | 30.56 | 9.80 | 312% |
| Returns for 10 years | 58.40 | 39.15 | 149% |
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