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CLBCX vs WBBIX
CLBCX vs WBBIX Comparison
Open Charts CLBCX vs WBBIX
American Funds American Balanced 529C
Price$36.68
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
TETON Westwood Balanced I
Price$10.30
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets34.02M
CLBCX vs WBBIX Comparison Chart in %
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CLBCX vs. WBBIX commentary
Jul 03, 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: 251B vs. WBBIX (34M). WBBIX pays higher dividends than CLBCX: WBBIX (1.47) vs CLBCX (1.13). 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 : 7.10 vs. WBBIX (0.78). CLBCX return over 5 years is better than : 37.27 vs. WBBIX (4.12).
| 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 | 7.134 | 3.979 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 34M | 738,235% |
| Annual Yield % from dividends | 1.13 | 1.47 | 77% |
| Returns for 1 year | 7.10 | 0.78 | 915% |
| Returns for 3 years | 32.43 | 11.08 | 293% |
| Returns for 5 years | 37.27 | 4.12 | 905% |
| Returns for 10 years | 63.62 | -6.20 | -1,027% |
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