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CLBCX vs WBBIX
CLBCX vs WBBIX Comparison
Open Charts CLBCX vs WBBIX
American Funds American Balanced 529C
Price$39.01
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
TETON Westwood Balanced I
Price$10.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets34.05M
CLBCX vs WBBIX Comparison Chart in %
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CLBCX vs. WBBIX commentary
Oct 07, 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 WBBIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. WBBIX (34M). WBBIX pays higher dividends than CLBCX: WBBIX (1.42) vs CLBCX (1.06). CLBCX was incepted earlier than WBBIX: CLBCX (24 years) vs WBBIX (18 years). CLBCX (1.35) is less costly to investors than WBBIX (1.14). CLBCX is a more actively managed with annual turnover of: 44.00 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 : 8.79 vs. WBBIX (0.14). CLBCX return over 5 years is better than : 40.13 vs. WBBIX (2.81).
| CLBCX | WBBIX | CLBCX / WBBIX | |
| Total Expense Ratio | 1.35 | 1.14 | 118% |
| Annual Report Gross Expense Ratio | 1.35 | 1.14 | 118% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 14.029 | 7.539 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 34M | 782,353% |
| Annual Yield % from dividends | 1.06 | 1.42 | 74% |
| Returns for 1 year | 8.79 | 0.14 | 6,103% |
| Returns for 3 years | 48.83 | 19.77 | 247% |
| Returns for 5 years | 40.13 | 2.81 | 1,426% |
| Returns for 10 years | 75.88 | -0.16 | -47,362% |
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