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CLBCX vs WBCCX
CLBCX vs WBCCX Comparison
Open Charts CLBCX vs WBCCX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
TETON Westwood Balanced C
Price$10.50
Change-$0.10 (-0.94%)
VolumeN/A
Net Assets36.09M
CLBCX vs WBCCX Comparison Chart
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CLBCX vs. WBCCX commentary
Feb 23, 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 Hold and WBCCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. WBCCX (36.1M). 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 : 8.39 vs. WBCCX (2.25). CLBCX return over 5 years is better than : 26.92 vs. WBCCX (-10.16).
| 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 | 2.768 | 2.240 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 36.1M | 670,360% |
| Annual Yield % from dividends | 1.52 | 0.50 | 305% |
| Returns for 1 year | 8.39 | 2.25 | 373% |
| Returns for 3 years | 16.44 | -2.69 | -612% |
| Returns for 5 years | 26.92 | -10.16 | -265% |
| Returns for 10 years | 53.37 | -14.91 | -358% |
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