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CLBCX vs PWTYX
CLBCX vs PWTYX Comparison
Open Charts CLBCX vs PWTYX
American Funds American Balanced 529C
Price$34.78
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
UBS US Allocation P
Price$51.38
Change+$0.40 (+0.78%)
VolumeN/A
CapitalizationN/A
CLBCX vs PWTYX Comparison Chart
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CLBCX vs. PWTYX commentary
Dec 25, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 238B 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 : 9.84 vs. PWTYX (8.27). CLBCX return over 5 years is better than : 27.39 vs. PWTYX (8.81).
| 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 | 9.397 | 7.976 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 224M | 106,250% |
| Annual Yield % from dividends | 1.52 | 1.52 | 100% |
| Returns for 1 year | 9.84 | 8.27 | 119% |
| Returns for 3 years | 7.98 | -2.35 | -340% |
| Returns for 5 years | 27.39 | 8.81 | 311% |
| Returns for 10 years | 52.72 | 35.45 | 149% |
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