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CLBCX vs WBCCX
CLBCX vs WBCCX Comparison
Open Charts CLBCX vs WBCCX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
TETON Westwood Balanced C
Price$10.44
Change+$0.05 (+0.48%)
VolumeN/A
Net Assets36.5M
CLBCX vs WBCCX Comparison Chart
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CLBCX vs. WBCCX commentary
Jan 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. WBCCX (36.5M). CLBCX pays higher dividends than WBCCX: CLBCX (1.52) vs WBCCX (0.50). CLBCX was incepted earlier than WBCCX: CLBCX (23 years) vs WBCCX (23 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. WBCCX (39.00). 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 : 11.42 vs. WBCCX (4.42). CLBCX return over 5 years is better than : 26.62 vs. WBCCX (-10.57).
| CLBCX | WBCCX | CLBCX / WBCCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 1.894 | 1.168 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 36.5M | 657,534% |
| Annual Yield % from dividends | 1.52 | 0.50 | 305% |
| Returns for 1 year | 11.42 | 4.42 | 258% |
| Returns for 3 years | 11.24 | -7.92 | -142% |
| Returns for 5 years | 26.62 | -10.57 | -252% |
| Returns for 10 years | 56.78 | -13.05 | -435% |
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