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CLBCX vs WBBIX
CLBCX vs WBBIX Comparison
Open Charts CLBCX vs WBBIX
American Funds American Balanced 529C
Price$34.30
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
TETON Westwood Balanced I
Price$9.89
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets32.87M
CLBCX vs WBBIX Comparison Chart
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CLBCX vs. WBBIX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 234B vs. WBBIX (32.9M). WBBIX pays higher dividends than CLBCX: WBBIX (1.52) vs CLBCX (1.23). CLBCX was incepted earlier than WBBIX: CLBCX (23 years) vs WBBIX (17 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 : 3.45 vs. WBBIX (-2.13). CLBCX return over 5 years is better than : 33.25 vs. WBBIX (1.51).
| CLBCX | WBBIX | CLBCX / WBBIX | |
| Total Expense Ratio | 1.35 | 1.14 | 118% |
| Annual Report Gross Expense Ratio | 1.35 | 1.14 | 118% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 0.065 | -0.652 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 32.9M | 711,246% |
| Annual Yield % from dividends | 1.23 | 1.52 | 81% |
| Returns for 1 year | 3.45 | -2.13 | -162% |
| Returns for 3 years | 20.05 | 3.67 | 547% |
| Returns for 5 years | 33.25 | 1.51 | 2,203% |
| Returns for 10 years | 51.02 | -10.37 | -492% |