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CLBCX vs PWTYX
CLBCX vs PWTYX Comparison
Open Charts CLBCX vs PWTYX
American Funds American Balanced 529C
Price$38.52
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
UBS US Allocation P
Price$55.40
Change-$0.14 (-0.25%)
VolumeN/A
Net Assets223.79M
CLBCX vs PWTYX Comparison Chart in %
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CLBCX vs. PWTYX commentary
Sep 15, 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: 262B vs. PWTYX (224M). PWTYX pays higher dividends than CLBCX: PWTYX (1.71) vs CLBCX (1.11). 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 : 9.48 vs. PWTYX (6.16). CLBCX return over 5 years is better than : 39.67 vs. PWTYX (12.23).
| 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 | 12.509 | 9.638 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 224M | 116,964% |
| Annual Yield % from dividends | 1.11 | 1.71 | 65% |
| Returns for 1 year | 9.48 | 6.16 | 154% |
| Returns for 3 years | 39.75 | 25.00 | 159% |
| Returns for 5 years | 39.67 | 12.23 | 324% |
| Returns for 10 years | 77.37 | 48.80 | 159% |
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