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CLBCX vs WBCCX
CLBCX vs WBCCX Comparison
Open Charts CLBCX vs WBCCX
American Funds American Balanced 529C
Price$33.24
Change+$0.35 (+1.06%)
VolumeN/A
Net Assets224.6B
TETON Westwood Balanced C
Price$9.90
Change+$0.07 (+0.71%)
VolumeN/A
Net Assets32.37M
CLBCX vs WBCCX Comparison Chart
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CLBCX vs. WBCCX commentary
Apr 24, 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: 225B vs. WBCCX (32.4M). CLBCX pays higher dividends than WBCCX: CLBCX (1.22) vs WBCCX (0.52). CLBCX was incepted earlier than WBCCX: CLBCX (23 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 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 : 0.88 vs. WBCCX (-4.23). CLBCX return over 5 years is better than : 29.36 vs. WBCCX (-4.82).
| CLBCX | WBCCX | CLBCX / WBCCX | |
| Total Expense Ratio | 1.37 | 2.14 | 64% |
| Annual Report Gross Expense Ratio | 1.37 | 2.14 | 64% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -4.049 | -4.005 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 32.4M | 694,444% |
| Annual Yield % from dividends | 1.22 | 0.52 | 234% |
| Returns for 1 year | 0.88 | -4.23 | -21% |
| Returns for 3 years | 10.63 | -6.23 | -171% |
| Returns for 5 years | 29.36 | -4.82 | -609% |
| Returns for 10 years | 43.49 | -20.54 | -212% |
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