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CLBCX vs WBBIX
CLBCX vs WBBIX Comparison
Open Charts CLBCX vs WBBIX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
TETON Westwood Balanced I
Price$9.99
Change-$0.19 (-1.87%)
VolumeN/A
CapitalizationN/A
CLBCX vs WBBIX Comparison Chart
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CLBCX vs. WBBIX commentary
Dec 19, 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 StrongBuy and WBBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. WBBIX (37M). CLBCX pays higher dividends than WBBIX: CLBCX (1.52) vs WBBIX (1.44). CLBCX was incepted earlier than WBBIX: CLBCX (23 years) vs WBBIX (17 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. WBBIX (39.00). 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 : 11.92 vs. WBBIX (6.10). CLBCX return over 5 years is better than : 29.69 vs. WBBIX (-4.14).
| CLBCX | WBBIX | CLBCX / WBBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 10.944 | 5.342 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 37M | 651,351% |
| Annual Yield % from dividends | 1.52 | 1.44 | 106% |
| Returns for 1 year | 11.92 | 6.10 | 195% |
| Returns for 3 years | 10.88 | -4.37 | -249% |
| Returns for 5 years | 29.69 | -4.14 | -718% |
| Returns for 10 years | 47.43 | -7.13 | -665% |
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