Ad is loading...
CLBCX vs WBBIX
CLBCX vs WBBIX Comparison
Open Charts CLBCX vs WBBIX
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
TETON Westwood Balanced I
Price$9.79
Change-$0.22 (-2.20%)
VolumeN/A
Net Assets34.42M
CLBCX vs WBBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. WBBIX commentary
Apr 05, 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 WBBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 235B vs. WBBIX (34.4M). WBBIX pays higher dividends than CLBCX: WBBIX (1.50) vs CLBCX (1.22). CLBCX was incepted earlier than WBBIX: CLBCX (23 years) vs WBBIX (17 years). CLBCX (1.37) is less costly to investors than WBBIX (1.14). CLBCX is a more actively managed with annual turnover of: 171.00 vs. WBBIX (36.00). CLBCX has a lower initial minimum investment than WBBIX: CLBCX (250) vs WBBIX (500000). CLBCX annual gain was more profitable for investors over the last year : 0.61 vs. WBBIX (-0.85). CLBCX return over 5 years is better than : 42.55 vs. WBBIX (11.25).
| CLBCX | WBBIX | CLBCX / WBBIX | |
| Total Expense Ratio | 1.37 | 1.14 | 120% |
| Annual Report Gross Expense Ratio | 1.37 | 1.14 | 120% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -2.356 | 0.553 | -426% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 34.4M | 683,140% |
| Annual Yield % from dividends | 1.22 | 1.50 | 82% |
| Returns for 1 year | 0.61 | -0.85 | -73% |
| Returns for 3 years | 7.83 | -3.84 | -204% |
| Returns for 5 years | 42.55 | 11.25 | 378% |
| Returns for 10 years | 48.08 | -9.73 | -494% |
View a ticker or compare two or three
VS
VS
Ad is loading...