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CLBCX vs WBCCX
CLBCX vs WBCCX Comparison
Open Charts CLBCX vs WBCCX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
TETON Westwood Balanced C
Price$10.86
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets33.51M
CLBCX vs WBCCX Comparison Chart in %
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CLBCX vs. WBCCX commentary
Oct 19, 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 WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. WBCCX (33.5M). CLBCX pays higher dividends than WBCCX: CLBCX (1.06) vs WBCCX (0.48). CLBCX was incepted earlier than WBCCX: CLBCX (24 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. WBCCX (36.00). CLBCX has a lower initial minimum investment than WBCCX: CLBCX (250) vs WBCCX (1000). CLBCX annual gain was more profitable for investors over the last year : 7.87 vs. WBCCX (-2.52). CLBCX return over 5 years is better than : 38.56 vs. WBCCX (-2.96).
| CLBCX | WBCCX | CLBCX / WBCCX | |
| Total Expense Ratio | 1.35 | 2.14 | 63% |
| Annual Report Gross Expense Ratio | 1.35 | 2.14 | 63% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 13.912 | 6.308 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 33.5M | 794,030% |
| Annual Yield % from dividends | 1.06 | 0.48 | 220% |
| Returns for 1 year | 7.87 | -2.52 | -312% |
| Returns for 3 years | 47.86 | 14.88 | 322% |
| Returns for 5 years | 38.56 | -2.96 | -1,301% |
| Returns for 10 years | 74.34 | -8.93 | -833% |
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