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CLBCX vs PWTYX
CLBCX vs PWTYX Comparison
Open Charts CLBCX vs PWTYX
American Funds American Balanced 529C
Price$33.99
Change-$0.11 (-0.32%)
VolumeN/A
Net Assets232.94B
UBS US Allocation P
Price$48.71
Change-$0.20 (-0.41%)
VolumeN/A
Net Assets210.06M
CLBCX vs PWTYX Comparison Chart
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CLBCX vs. PWTYX commentary
Mar 12, 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 PWTYX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 233B vs. PWTYX (210M). PWTYX pays higher dividends than CLBCX: PWTYX (1.80) vs CLBCX (1.19). CLBCX was incepted earlier than PWTYX: CLBCX (23 years) vs PWTYX (32 years). CLBCX (1.37) is less costly to investors than PWTYX (0.77). CLBCX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (58.00). 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 : 3.31 vs. PWTYX (-0.43). CLBCX return over 5 years is better than : 45.31 vs. PWTYX (23.82).
| CLBCX | PWTYX | CLBCX / PWTYX | |
| Total Expense Ratio | 1.37 | 0.77 | 178% |
| Annual Report Gross Expense Ratio | 1.37 | 0.77 | 178% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | -0.839 | -3.206 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233B | 210M | 110,952% |
| Annual Yield % from dividends | 1.19 | 1.80 | 66% |
| Returns for 1 year | 3.31 | -0.43 | -777% |
| Returns for 3 years | 13.88 | 2.35 | 592% |
| Returns for 5 years | 45.31 | 23.82 | 190% |
| Returns for 10 years | 51.72 | 29.89 | 173% |
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