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CLBCX vs PWTYX
CLBCX vs PWTYX Comparison
Open Charts CLBCX vs PWTYX
American Funds American Balanced 529C
Price$38.93
Change-$0.15 (-0.38%)
VolumeN/A
Net Assets266.55B
UBS US Allocation P
Price$56.40
Change-$0.26 (-0.46%)
VolumeN/A
Net Assets228.11M
CLBCX vs PWTYX Comparison Chart in %
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CLBCX vs. PWTYX commentary
Oct 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 267B vs. PWTYX (228M). PWTYX pays higher dividends than CLBCX: PWTYX (1.65) vs CLBCX (1.06). CLBCX was incepted earlier than PWTYX: CLBCX (24 years) vs PWTYX (32 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 : 8.23 vs. PWTYX (6.20). CLBCX return over 5 years is better than : 38.46 vs. PWTYX (10.10).
| 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 | 32 years | - |
| Gain YTD | 13.795 | 12.131 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 228M | 117,105% |
| Annual Yield % from dividends | 1.06 | 1.65 | 64% |
| Returns for 1 year | 8.23 | 6.20 | 133% |
| Returns for 3 years | 49.57 | 36.06 | 137% |
| Returns for 5 years | 38.46 | 10.10 | 381% |
| Returns for 10 years | 75.30 | 52.26 | 144% |
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