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CLBCX vs PWTYX
CLBCX vs PWTYX Comparison
Open Charts CLBCX vs PWTYX
American Funds American Balanced 529C
Price$38.40
Change-$0.35 (-0.90%)
VolumeN/A
Net Assets263.44B
UBS US Allocation P
Price$55.01
Change-$0.60 (-1.08%)
VolumeN/A
Net Assets221.55M
CLBCX vs PWTYX Comparison Chart in %
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CLBCX vs. PWTYX commentary
Nov 21, 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: 263B vs. PWTYX (222M). PWTYX pays higher dividends than CLBCX: PWTYX (1.63) vs CLBCX (1.04). CLBCX was incepted earlier than PWTYX: CLBCX (24 years) vs PWTYX (33 years). CLBCX (1.35) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 58.00 vs. CLBCX (44.00). 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 : 7.23 vs. PWTYX (2.42). CLBCX return over 5 years is better than : 34.16 vs. PWTYX (4.92).
| CLBCX | PWTYX | CLBCX / PWTYX | |
| Total Expense Ratio | 1.35 | 0.77 | 175% |
| Annual Report Gross Expense Ratio | 1.35 | 0.77 | 175% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 12.245 | 10.053 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 222M | 118,468% |
| Annual Yield % from dividends | 1.04 | 1.63 | 64% |
| Returns for 1 year | 7.23 | 2.42 | 299% |
| Returns for 3 years | 37.50 | 26.10 | 144% |
| Returns for 5 years | 34.16 | 4.92 | 695% |
| Returns for 10 years | 68.56 | 44.65 | 154% |
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