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CLBCX vs WBBIX
CLBCX vs WBBIX Comparison
Open Charts CLBCX vs WBBIX
American Funds American Balanced 529C
Price$39.40
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
TETON Westwood Balanced I
Price$10.70
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets33.86M
CLBCX vs WBBIX Comparison Chart in %
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CLBCX vs. WBBIX commentary
Oct 27, 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: 268B vs. WBBIX (33.9M). 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 : 10.15 vs. WBBIX (0.43). CLBCX return over 5 years is better than : 40.85 vs. WBBIX (3.03).
| 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 | 15.169 | 8.349 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 33.9M | 790,560% |
| Annual Yield % from dividends | 1.06 | 1.42 | 74% |
| Returns for 1 year | 10.15 | 0.43 | 2,348% |
| Returns for 3 years | 46.28 | 17.02 | 272% |
| Returns for 5 years | 40.85 | 3.03 | 1,350% |
| Returns for 10 years | 73.71 | -1.22 | -6,061% |
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